How Do I Create a New Estimate?
All users are able to create estimates, and this action can be achieved from all pages within Estimo. The left-hand-side menu provides a link to Create Estimate.
You will then be presented with a modal window with the following fields:
- Name: this is the name of the estimate. This needs to be identifiable within the system.
- Client: select the client (and therefore rate card) that you wish to base this estimate upon.
- Template: estimate templates can be setup by Admin users. These are designed to provide a framework for creating estimates.
The default is Blank Estimate, which is appropriate for most situations.