Creating and Printing T&M Quotes

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Sept 11, 2023
2 min read

Creating accurate estimates for your Time & Materials Budget 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. Once done, follow these steps:

  1. Click the "Services" tab.

  2. Select your desired service.

  3. Click "Print Quote" to generate the estimate.

Step 2: Adjust Details

Ensure your estimate reflects accurate billing, shipping, and installation information:

  1. Review and adjust Bill To, Ship To, and Install To as needed.

Step 3: Customize Name / Header & Footer

Personalize your estimate for clarity:

  1. Add a name and any relevant notes in the Header and Footer sections.

Step 4: Save and Print

Save and print your customized estimate:

  1. Select "Save and Print."

Step 5: Save to e-manageONE

Keep a comprehensive record:

  1. Click "Save to e-manageONE" in the upper left corner for your Project History.