How to Add Estimates - WebTMA 7


Action Menu links open the Estimate window in a new browser tab.

  1. Complete the required and elective fields on the Estimate window.
  2. Click the Add Item link on the grid to open the Estimate Entry flyout.
  3. Enter the needed information on the flyout.
  4. Click the Save button on the flyout to add a line item to the Estimate window.
  5. 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


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