Generating & Sending Estimate Reports

Generating & Sending Estimate Reports

Generate an Estimate

After drawing or calculating your quote, generate an estimate but clicking the "Report" dropdown in the top left of the area module and then selecting the correct estimate report. There are multiple versions of the estimate available to you and an administration can configure estimates and determine which reports to include in the dropdown list.



Estimate Components

Estimate reports have many configurable properties. The image and video below provide an overview of some of the components you may or may not want to include in your estimates.

 
 
Once a report is generated, you have the option to print it, email it, save it that job's files, open it in adobe reader, or export the report using the file types shown below.