Estimate

Effortlessly Managing Estimates on the Customer Portal

The customer portal streamlines the process of handling estimates, ensuring clarity and convenience every step of the way. Here’s how you can explore and make the most of this feature:

1. Access the Estimate Section: Begin by clicking on the "Estimate" option within the portal. 

2. Preview the Estimate:

• View the details by clicking on the Preview icon.
• This gives you a comprehensive look at the estimate before taking further action.

3. Sign the Estimate:

• While in preview mode, initiate the signing process by clicking the "Sign Estimate" button. 
• You have two convenient options for signing:
  • Upload your signature from your device.
  • Draw your signature directly within the portal.
• Complete the process by clicking on "Sign Estimate."

4. Accept the Estimate: Once reviewed and signed, finalize the process by clicking the "Accept Estimate" button. 

5. Expand for Full Details:

• To view every detail of the estimate, click on the Expand option.
• All relevant information will be displayed, ensuring nothing is overlooked.

By following these steps, you can efficiently review, sign, and accept estimates with ease and accuracy, fostering smooth collaboration and confident decision-making. Let the customer portal elevate your experience with its seamless estimate management!