Estimates and Jobs
- Creating an Estimate and Job
- Copy an Estimate
- Estimate Statuses
- Creating Estimates based on Staff or Role
- Revenue Schedule
- Revisions & Historical Estimates
- What is the View Cost, Billable & Margins button?
- Creating an In House Job
- Job Statuses
- The Job Summary Tab
- The Job Financials Tab
- Deleting a Job
- Adding Links
- Show External Expense Options on an Estimate
- Managing Scope Creep
- Showing a Credit or Discount on Estimates, Jobs and Invoices
- Creating Robust Retainers