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Service Autopilot
CRM
Estimates
Estimate Overlay
Estimate Overlay
Information about the overlay you see when you create or view an Estimate
General Fields on the Estimate Overlay
Line Items Table on the Estimate Overlay
Use an Estimate Template to Create an Estimate
Add a Service to an Estimate
Add a Package to an Estimate
Add Subservices or Products to an Estimate
Update an Estimate Description
Add Notes to an Estimate
Add a Direct Cost to an Estimate
Add Discounts to an Estimate
Change a Line Item Status on an Estimate
Email and Accept an Estimate from the Estimate Overlay
Schedule Jobs from an Estimate