Support > Frequently Asked Questions

Common questions about using our software.

Q. Is there a way to print estimates for my customers so we can document these estimates in the system and mail the customer a copy?

A. You can use the Bill Special invoice and use the "EST" rate code with a note detailing the estimate, then print the invoice for the customer. The invoice shows up in the invoice history, so that a record of supplying the estimate is maintained in case the customer takes some time to make up his/her mind. One last point is that you can add several types of "EST" codes, e.g., est01, est02, etc., for different types of estimates. Create these with the note field already filled in with all the details of this type of estimate. This way, you can use these note fields with some modifications for each estimate you give, rather than having to re-type the estimate each time.

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