You can add an estimate or job using the diary. Doing so will also create a diary event for this event.
Watch a quick video showing you how to add an estimate/job
Or read how to add an estimate/job
- Click the menu icon (3 horizontal lines) in the top left corner.
- This will open the menu. Click View Diary.
- Go to the day you would like to book the estimate/job for. Click and hold in the time slot, drag to the time you would like to book, release your finger to see options for normal, estimate and job. Scroll to Estimate / Job, and click Done.
- Type customer/work address and click Search. Fill in the information as required. At the top of the page, you can change the duration of the diary event. When you have added the relevant information click Save in the top right corner.