Create an Estimate

To create a new sale or estimate:

Click on Point of Sale (F1) from the home screen or from the main menu on the left:

Identify or add a customer using their existing information or by creating a new client profile:

Add the necessary details such as the work to be performed and the parts required for the project:

Click on the Estimate button.

The estimate will automatically be generated as a document under the Documents section. You can then choose to download it, have it signed, print it, email or SMS it to your customer, or delete it (only the document will be deleted, not the estimate itself).