Estimate Actions
What each Estimate Action will perform.
When you have created an Estimate you see will four headings
-
- Address - address of your project
- Merchant - selected merchant
- Date created - date you created your estimate
- Actions - edit, duplicate, import templates, import materials, generate tasks
When you click on the three dots under the heading Actions a drop down box will appear with five options.
- Edit - This will allow you to edit your Estimate Name, Address, Status of your Estimate and Delete it.
- Duplicate - This will duplicate your Estimate/make another copy.
- Import Template - This is where you will import your own take-off templates
- Import Materials - This is where you will import your take-off from your Merchant
- Generate tasks - Once you have imported your own take-off or your Merchants take-off, by selecting this option all the subheadings in your Project will become tasks that you and your workers can timesheet against
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