Add Estimate Wizard - Copy An Estimate
- Click the 'Lead' or 'Projects' icon on the left menu.
- Select the Lead or Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Lead or Project Home' page.
- Click the 'Estimates and RFP Packages' link in the 'Quick Links' tab. This will refresh the page and show the 'Estimates Module Landing Page'.
- Click the blue 'Actions' button on the far right.
- Click 'Add Estimate' option from the drop-down menu.
- The Project Lead or Project should be selected already but can be changed.
- The Estimate # is auto-generated but can be changed.
- Enter the Estimate Title
Important: Like Estimate #, Title must be unique if there are multiple estimates for the selected Lead or Project. - Enter the Quantity and Units. The Quantity is typically the project size (ex. 3000 SqFt = 3000).
- Optional: Select the Reviewer (aka Estimating User) who will be reviewing the final estimate before sending out the Proposal.
- Optional: Select the Review Due Date.
- Optional: Click the 'Import' button to import the prospect or customer. Options listed will be firms that are in the Lead or Project Directory.
- Click the blue 'Save and Next' button in the footer.
- Select the 'Copy from another estimate' option.
- Select the Source Type (ex. Lead or Project). Source refers to where the original estimate or the one to be copied.
- Select Source Lead # or Project #.
- Select Source Estimate.
- Check the objects (data) to copy: Cost Codes, Locations, Items, Markups, RFP Packages etc.
- Click the blue 'Finish' button in the footer.
- Review the settings in the Estimate Properties Form. If changes need to be made such as 'Enable Locations', click the pencil icon next to 'Estimate Properties Details'.
- Click the 'View Estimate' link at the top right to view the Estimate Details.
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