Customers
Preview
The options and lines this estimate would have, with each price and margin.
Where and How
Preview
Customers › Estimates › New Estimate › Preview
The options and lines this estimate would have, with each price and margin.
What It Does
Shows every option with its lines, prices, margin and which one is recommended.
What It Changes
Nothing is saved until you click Create Estimate; it then becomes a draft.
How to Use
- Check each price and margin.
- Click Reprice after a change.
- Click Create Estimate.
From the same help as the card in the app.