Once you have added a Service to Creating accurate estimates for your Time & Materials Budget you can select “Print Quote” to print an estimate for is crucial for effective project management. In this concise guide, we'll show you how to generate estimates and customize them to fit your project requirements.
Step 1: Add Services
Start by adding the necessary services to your Time & Materials Budget.
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You can then adjust the Once done, follow these steps:
Click the "Services" tab.
Select your desired service.
Click "Print Quote" to generate the estimate.
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Step 2: Adjust Details
Ensure your estimate reflects accurate billing, shipping, and installation information:
Review and adjust Bill To, Ship To
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, and Install To
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as needed.
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Step 3: Customize Name / Header & Footer
Personalize your estimate for clarity:
Add a name and any relevant notes in the Header and Footer sections.
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Step 4: Save and Print
Save and print your customized estimate:
Select "Save and Print.
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Step 5: Save to e-manageONE
Keep a comprehensive record:
Click "Save to e-manageONE" in the upper left corner
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for your Project History.