Estimate management

Managing estimates

• Estimate reject reasons
• Adding an estimate
• Filling in estimates
• Dynamic tagging for estimates
• Edit an estimate
• Adding an additional option to an estimate

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Notes & Communications

• Estimate notes and communications page
• Adding an estimate note

Reminders

• Adding a reminder to an estimate

Attached files

• Attaching a file to an estimate

Frequently asked questions

• Estimate reporting statuses
• I do not want to send an estimate reminder to the work address