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  1. Service Autopilot
  2. CRM
  3. Estimates
  4. V2 Estimates
  5. 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

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