Purpose: Adding an estimate reason helps with the reduction of administrative work, by adding quickly to choose reasons for when an estimate is rejected by a customer. Adding an estimate reason helps with the reduction of administrative work, by adding quickly choosing reasons for when an estimate is rejected by a customer.
- Go to system settings > Estimate reject reasons.
- Add a reason in the appropriate line, then click on the purple ‘Add Estimate Reject Reason’ button to add it.
Edit Estimate reject reasons
- To edit, click on edit. From here you will be able to alter the entry and re-save.
Delete Estimate reject reasons
To delete entries, click on delete. To delete in Commusoft you must type delete and tap confirm in the pop-up module. If you are unable to delete an entry, you will be given a reason why.xt box and the 'Add estimate reject reason' button.