Where do you start building an Estimate in Service Autopilot?
From anywhere in SA
+ (Quick Add) > Estimate
From the Estimate List screen
CRM > Estimates
From the Client or Lead Account
CRM > Clients > (Client Name) > + Add an estimate
OR type a client name in the Navigation Bar.
From the Lead Account screen
CRM > Leads > (Lead Name) > + Add an estimate
OR type a lead name in the Navigation Bar.
Any of these locations will lead you to the New Estimate overlay. From there you can add and edit the details of the Estimate and save it.