Ch 2.1 Estimate

2.1.1 Estimate Screen: Main
When a new estimate is created or an existing estimate is opened it will default to the main Estimate info tab (below). Here is a description of the fi...
Mon, Jan 9, 2023 at 11:39 AM
2.1.2 Estimate Screen: Form Detail
Click a Form Description on the Part & Form tree to view that Form's detail screen. The top portion of the Form Panel includes basic inform...
Mon, Jan 9, 2023 at 11:40 AM
2.1.3 Estimate Customer Info Tab
The Customer Info Tab displays important customer information related to the Estimate: P.O.#: Used to enter the customer's supplied PO# User Fields: 3...
Mon, Jan 9, 2023 at 11:41 AM
2.1.4 Other Estimate Tabs
Special Instructions: Used to enter general free-form instructions for the estimate. Default Special Instructions can be saved for each Customer in the CRM....
Mon, Jan 9, 2023 at 11:43 AM