Creating alternate estimates for the same job
To track multiple estimate options for the same job, you can do one of the following:
- Create slightly different job names and write a different estimate for each. For example, if you were a contractor bidding on a family room addition for Scott Faulds, the customer:job names for the two estimates could be:
Scott Faulds:Family room 1
Scott Faulds:Family room 2
When one estimate is accepted, you can then delete the other estimates and the jobs associated with them.
- In the Notepad window, add a note about the options for the job. To add the note, choose List > Customer:Jobs or Customers > Customer Center. Next to the name of the customer:job and double-click in the Notes column.