Video Walkthrough : Creating an Estimate (formerly"Quote")

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• Creating A New Estimate

   Clicking on New Estimate from the Customer Screen will open the Create Estimate Screen. This screen is the first step in creating a work order for technicians to perform a job at a customer location.  Products and services can be entered as ...

• Video Walkthrough: Creating a Commercial Customer

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• Video Walkthrough : Cloning an Estimate

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• Video Walkthrough : Rejecting an Estimate

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• Video Walkthrough : Rejecting an Estimate

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