Printing an Estimate

To print an estimate, open the folder and click the Print button at the bottom of the screen.

A list of estimates labeled “P” for Primary or “S” for Secondary will display in the Estimates window. Select the estimate to print by checking the box and clicking the Print button at the bottom of the screen.

A dialog box will display asking you if you would like to keep a permanent copy of the estimate in the system. This is so you will have a record of the estimate on file that you gave the customer in case they have questions and you need to reference it.