How To View Estimate?

HOW TO VIEW ESTIMATE : 6 EASY STEPS

How To View Estimates in GROW10X.Business Hub by Crudoimage Design

HOW TO VIEW ESTIMATES

Step 1: Click on Finance Locate the “Finance” option on the left-hand sidebar of the system and give it a click.

Step 2: Click on Estimates Under the Finance section, find and click on “Estimates” to access the estimates management page.

Step 3: Select Estimate Choose the specific estimate you wish to view by clicking on it. This action will lead you to the Estimate dashboard.

Step 4: Click View On the Estimate dashboard, locate the estimate you want to view and click on the “View” option. You can typically find this option by selecting the three dots in the top right corner of the estimate window.

Step 5: Review Estimate Details Once you’ve clicked “View,” you’ll be able to see the details of the estimate, including itemized costs, client information, and any additional notes or terms.

Step 6: Access Additional Actions To perform further actions related to the estimate, such as editing, sending, or creating an invoice, click on “Action.” This menu provides various options to manage the estimate effectively.