Add an Estimate

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 Account screen

CRM > Clients > (Client Name) > + Add an estimate



From the Lead Account screen

CRM > Leads > (Lead Name) > + Add an estimate


Any of these locations will lead you to the V2 Estimate overlay. From there you can add and edit the details of the Estimate and save it. 



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