Creating a New Estimate from the Calendar

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:

1. Open the Calendar
2. Locate the appropriate date and time
3. Right‑click to create an estimate
4. Confirm scheduling details
5. Save the estimate

Creating a New Estimate from the Calendar:

1. Click Calendar from the Navigation Bar
2. Locate the date and time slot where the estimate should be scheduled
3. Right‑click the desired location on the Calendar
4. Choose Estimate
5. Verify the auto‑populated fields:
   • Start Date
   • Start Time
6. Enter the required estimate details, such as:
   • Customer information
   • Estimate Category
   • Description
   • Any additional fields
7. Select Save Estimate to save the estimate

Additional Resources:

Calendar Overview