Action Menu links open the Estimate window in a new browser tab.
- Complete the required and elective fields on the Estimate window.
- Click the Add Item link on the grid to open the Estimate Entry flyout.
- Enter the needed information on the flyout.
- Click the Save button on the flyout to add a line item to the Estimate window.
- Click Save on the WebTMA toolbar.
WebTMA completes the Estimate # field automatically when you save the record.
Want to Learn More?
Visit the WebTMA Help Page