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Find an Estimate Using a Cell Phone Number

In the Point of Sale, click on the client box and type in the clients phone number, the phone number must connect with the customer within the their profile.

Click on the Client.

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A confirm box withe the following message will open: "This customer already has unfinished sales. Do you want to display them instead of creating a new one?". Select Yes

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A sales search window will open. From there, select the client's estimate.

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