Estimates

  • Link Estimate To Project

    Go to Menu -> Sales -> Estimates and click Create New Estimate Select customer. A drop-down with projects will be shown below the customers select fiel...
  • Send Estimate to Email

    Perfex have option to send this estimate to customer which is related. Also the PDF estimate will be attached to the email. If you want to do not attach the PDF estimatae simple uncheck the checkbox Attach Estimate PDF. After...
  • Converting Estimate To Invoice

    You can easely convert the estimate to invoice from the admin area.Open the estimate you want to convert and on the right side click Convert to Invoice....
  • Create Estimate

    To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Create Estimate. Client – Before selecting a client you ...
  • Converting proposal to estimate/invoice

    To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button. Click on the button and choose Estimate or Invoice. After you choose a popup will be shown with the preview info also wit...
  • Exporting Customers Invoices/Estimates/Payment to ZIP

    Go to the customer profile and click on the tab you want to export data eq. invoices Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file. ...