Estimates and Jobs
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new Create Estimates Estimate How to create an Estimate from Scratch
How to Create an Estimate from Scratch If you would like to build an Estimate on the fly, you have the option to build an Estimate from scratch. The key to making this quick and easy is having your Service T...
Jeannine Haynes-Singh -
estimate builder templates estimate How to create Estimates with the Estimate Builder
This article will walk you through creating Estimates and Jobs instantly with the Estimate Builder. The key to making this quick and convenient is having your Estimate Builder and Service templates set up. F...
Jeannine Haynes-Singh -
estimates approval How to send an Estimate for Approval
In Gro, you can send an Estimate to your clients in three simple ways: a. Sending an Estimate from the Estimates & Jobs Screen You can an existing estimate directly from the Estimates and Jobs screen. To do ...
Jeannine Haynes-Singh -
Estimates Jobs How to convert Estimates to a Job (Manually)
Once you have created an Estimate you can easily convert your work into a Job. In the article "How to send an Estimate for Approval" we saw how your estimates will automatically turn into a Job once a client...
Jeannine Haynes-Singh