Organising estimates

When viewing estimates on your Fortix Enterprise Platform, you may be able to see the following components on the page:

1. Those that are pertaining to the Estimate and Work related to it:

  • Estimate Details
  • Attached Files
  • Sales Message
  • Support Message Notes
  • Work Requests
  • Estimate Log

2. Those that are pertaining to the Contact and Billing:

  • Contact Details
  • Contact’s Billing Profiles
  • Invoices
  • Managed Services

To make it easier for users to glance through their estimates and see all related information, we now have the capability to move these components around across two columns on screen:

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If you are interested in making a change to your Estimates page, please contact us

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