Choose an estimate type when creating a new estimate

When you start a new estimate for a customer, you'll now choose the type of estimate you want to create.

Steps

1. Open Inbox (or the Request tab) and select a customer.
2. Click Create Estimate.
3. In the popup, choose Single, Project, or Service Agreement.
4. Continue to the estimate form for the type you selected.

Result / verify

The estimate create form opens configured for the estimate type you chose.