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

Estimates List

Information for the area found by going to CRM > Estimates.

  • Overview of the Estimates List
  • Create Custom Screen Views on the Estimate List
  • Bulk Edit on the Estimate List
  • Copy an Estimate on the Estimate List
  • 📽️ Email and Print Estimates in Bulk - Video
  • Send Estimate Emails from the Estimate List

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