Note: This document and video explain the multiple ways to create a Bid.
1. Under Maintain Click Estimates
2. Click Add Estimate
3. Enter in each line
4. Click New Expense to add expenses to the Estimate. Once complete click SAVE ESTIMATE/BID
Note: This 2nd method of creating an Estimate is done from within a pre-existing workorder
1a. Within the financial area, next to Estimate/Bid click CREATE
2a. Repeat steps 3 & 4
Note: This 3rd method of creating an Estimate is done when creating a Workorder
1b. Under Maintain Click Workorders
2b. Click ADD WORKORDER
3b. After entering in each line click CREATE ESTIMATE
4b. Repeat steps 3 & 4