Best Suited for:
- Dispatchers
- Back Office administrators
Important Information:
- Estimates can be created directly from the Calendar using a right‑click action
- The start date and time are auto‑populated based on where the estimate is created
- Estimates only require a start date to appear on the Calendar
- Estimates without a specific arrival window appear in the All Day section
Process Description:
- Open the Calendar
- Locate the appropriate date and time
- Right‑click to create an estimate
- Confirm scheduling details
- Save the estimate
Creating a New Estimate from the Calendar:
- Click Calendar from the Navigation Bar
- Locate the date and time slot where the estimate should be scheduled
- Right‑click the desired location on the Calendar
- Choose Estimate
-
Verify the auto‑populated fields:
- Start Date
- Start Time
-
Enter the required estimate details, such as:
- Customer information
- Estimate Category
- Description
- Any additional fields
- Select Save Estimate to save the estimate