Creating an Estimate
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Go to Operations (left menu) > Inspections (top toolbar) tab to view inspections in progress
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Find the Inspection ticket you would like to create an estimate for:
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Click Actions (dropdown) > Prepare Estimate
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If repairs are needed, create an estimate detailing the work required and costs involved
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Attach photos if necessary and link the estimate to the inspection ticket
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Adjusting/Editing an Estimate
- Navigate to Operations (left menu) > Estimates (top toolbar)
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If changes are needed after the initial submission, reopen the inspection to make edits
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Ensure to delete any linked estimates before deleting the inspection
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