Starting New Estimate

It is expected that prior to commencing an estimation, you have finalized the input of the following -

1. Your company account details (including on-cost/margin)
2. Your setting preferences (snippets, units of measure etc)
3. Your preferred suppliers
4. Your Categories and Items (inc Price and Supplier)

You are now ready to start estimating.

1. Go to Estimates (or select + New Estimate on the dashboard)
   • Select +New Estimate
   • follow the prompts to Add new customer or Look up existing customer.
   • Select a new or existing template or copy from a previous job or estimate
2. Enter any Photos, Files or Information relating to the Estimate
3. Select Estimate costings to start entering Estimate particulars.

4. Setup up the Customer details and select if you want to create a new estimate from scratch (Don't copy), from a Templace or copy from a previous Job. Notice that status is in Draft mode.
5. Select Manage Item. A list of Categories and associated Items appear (based on your trade you selected when signing up). Items descriptions are elements that make up a Category e.g Category Shower Fitment contains Items descriptions such as Liano Shower Rail and Delivery. Select Category and you will see the suggested Items.
6. Select the items and then press Add items relevant to your quote. You can add new Categories and Items at any time. Click Save.
7. Select the edit icon (Pen icon) and enter the pricing and supplier information for that item. If you have update this information in the Items & Supplier menus during setup (recommended) the information will appear automatically.