Downloading and Accepting Client Estimates

Goto the “Estimates” page. In the listed estimates, click on the “Action” menu. Click on the “View” button to view the estimate details as shown below.

Upon clicking “view”, the estimate will open in a new tab. In case the estimate status is listed as “Waiting”, it can be “Accepted” or “Declined” as shown below. Estimate can be downloaded by clicking on the “Download” button.

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  Hover on the “Jobs” tab on the left corner of the page. Click on “Estimates” button. In the “Estimates” page, click on “Create Estimate” button on the right top corner of the page. In the “Create Estimate” page, enter the “Estimate Number”, “Valid ...

• How to Create a New Estimate

  Create a new Estimate from the “Estimates” Section After logging into the Workceo webpage, hover over the “Jobs” icon on the left side column of the webpage to see the options of “All Jobs”, “Tasks” and “Estimates”. Click on the “Estimates” option ...