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:
Click the "Services" tab.
Select your desired service.
Click "Print Quote" to generate the estimate.
Step 2: Adjust Details
Ensure your estimate reflects accurate billing, shipping, and installation information:
Review and adjust Bill To, Ship To, and Install To as needed.
Step 3: Customize Name / Header & Footer
Personalize your estimate for clarity:
Add a name and any relevant notes in the Header and Footer sections.
Step 4: Save and Print
Save and print your customized estimate:
Select "Save and Print."
Step 5: Save to e-manageONE
Keep a comprehensive record:
Click "Save to e-manageONE" in the upper left corner for your Project History.