How To - Approve/Decline Estimate

Modified on Fri, 6 Feb at 3:32 PM

Overview

If one of our engineers requires parts to complete a job intrgroup will send you an estimate.

Where can you find estimate

1. Dashboard (pending estimates)

2. Job List (Jobs Screen)

3. Job page (Tags)

Approving/Declining Estimate

1. Goto the estimates tab on the job, click Approve/Decline

2. Select Approve

This will give you the option of adding your own PO number to the estimate.

3. Select Decline

Before declining you must select a decline reason from the dropdown