Add a New Estimate

Where do you start building an Estimate in Service Autopilot?

From anywhere in SA

+ (Quick Add) > Estimate

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From the Estimate List screen

CRM > Estimates

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From the Client or Lead Account

CRM > Clients > (Client Name) > + Add an estimate
OR type a client name in the Navigation Bar.

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From the Lead Account screen

CRM > Leads > (Lead Name) > + Add an estimate
OR type a lead name in the Navigation Bar.

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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. 

 

 

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