WO> Estimates> Print Estimates
Print Estimates
Summary
Estimates can be printed after they are created (WO> Estimates> Estimates). This is an optional step as you do not need to print the estimates before the approval and work order creation steps. You can only print estimates that have not been approved. Once the estimate has been approved, you will need to print the resulting work order (WO> Work Orders> Print Work Orders).
The printed estimate will display the information that was included in the General tab of the estimate and the activity item estimates that are attached to the work order estimate.
Related Links
Click here for information on creating estimates.
Click here for information on printing work orders.
Step by Step
1 Open the Print Estimates window (WO> Estimates> Print Estimates).
2 Complete the Options tab.
- The Report Type drop-down menu will default to Estimates. This is the only option.
- Select a Sort By option to configure how the report will be displayed.
- Check the Print Attachments toggle to print any attachments associated the selected estimates.
- Check the Print Comments toggle to include the estimate comments in the printed output.
3 Print the estimates.
- Click the Print icon
to print the estimates immediately or enter a date and time in the field next to the Print icon to schedule the job to generate at a later time.
You can view the progress of the job on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.
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