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 from the list as shown below.

That will open the “Estimates” page with the estimates of available clients. To create a new estimate, click on the “Create Estimate +” button on the top right corner of the webpage as shown below.

Fill in the required estimate details in the “Create Estimate” page shown below. There are also options to add a service or product. Click on “Save” to store the estimate details for further process.

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