Add a Project (Job) from an Estimate

When an estimate has been approved the next step is to create a project or job. This article explains how to create a Project from an Estimate.

The Estimates & Approvals page will open with a list of Estimate & Approvals after clicking Estimates & Approvals in the sub-heading bar. Click the down arrow menu option and select Send estimate if the status is Not Sent

The quick address link for Estimates are: /?estimates

Profile Fortix - Google Chrome

The ADD NEW form opens. Complete the fields according to the Project data.

Projects - Add New Project - Profile Fortix - Google Chrome

Click SAVE when finished.

Projects - Add New Project - Profile Fortix - Google Chrome

The address bar link is : /?projects

The new project has been created.

Projects - Profile Fortix - Google Chrome

 If you have questions regarding this feature, drop us a line on support@fortix.systems.You can access more helpful articles here.