Create a new Estimate
Estimates allow you to preview the total invoice costs prior to creating a work order for a customer.
Create a New Estimate
Let's learn how to create an estimate.
- Navigate to Invoices.
- From the New Invoice drop-down, select New Estimates.
The Create Estimate form displays.
- Complete the following fields:
| Field | Description |
|---|---|
| Entity drop-down |
Select the site the estimate belongs to. |
| Customer drop-down |
Similar to Invoices, estimates are for the customer. |
| Budget drop-down |
Select the budget account for the estimate. |
| Price Point drop-down |
Price points determine the mark up on the invoice. The price points are set up the invoice settings. |
| Sales Tax drop-down |
Select the appropriate sales tax for the customer. The sales tax is set up the invoice settings. |
| Purpose field |
Enter a summary of what work is being done. |
| Asset field |
Select which asset the Estimate is for. |
- Click the Create & Open button.
You are then directed to the New Estimate which is ready to be reviewed and converted to a Work Order for the customer.
