Estimate Header

The Estimate Header window displays when you click the Next icon next.gif on the Initial Estimate window as described in Estimate Entry. If this is an existing estimate and it has already been approved by the client, changes may not be made.

Estimate Header Window

  1. Key information required to set up the estimate. Click the <Fields> button at the bottom of this help page for field-level help.

  2. To change the existing job description, make changes then click <Update Job Description>.

  3. When finished, click <Detail> to advance to the Estimate Detail window. A "Retrieving Detail, Please Wait" message displays.

    Or

    If you selected a Free Form Print Method, click <Free Form> to advance to the Free Form Estimate Entry window.

  4. When you return to this window from the Free Form Estimate Entry window, click the Save icon save.gif. A "Saving Please Wait" message displays.

  5. To print the estimate, click the Print icon print.gif. To print a multi-column estimate, click the Print Multi-Column Estimate icon print.gif.

Note: If you do not click the Save icon when returning to this window, all information keyed on the Free Form Estimate Entry windows will be lost.

Note: When printing estimates or multicolumn estimates from this window, make sure you save information first. Only the estimate on which you are currently working prints from this window.

     Fields