Add a New Cost Estimate

How to add Cost Estimates, as Stand Alone or against Work Orders.

Table of Contents

Creating Cost Estimates Creating a Cost Estimate Manually Creating Cost Estimates from a Work Order

Creating Cost Estimates

Cost Estimates can be created and linked to Work Orders to support your financial tracking and reporting workflows.

To manually create a new Cost Estimate:

Navigate to the Cost Estimate section within the Finance module.

Click the ➕ Add button.

To link the Cost Estimate to a Work Order, it must be created from the Work Order directly.

From the Transactions tab, click Create New Cost Estimate in the top right.

Now, select the Material, Labour, or Purchase Orders you want to add to the cost estimate.

With the Items selected, click Generate Cost Estimate in the top right.

It is important to note, you cannot create new Cost Estimates for items that have already been Invoiced.

The Generate Cost Estimate window will display, from here you can choose the Method and the Issue Date for the Cost Estimate.

Click Generate to create the Cost Estimate.

The Cost Estimate will appear in the Estimates section, where it can be edited, approved, or printed as needed.