Fortix PlatformFortix Freedom Business Systems ProjectsAdd a Project (Job) from an Estimate

Add a Project (Job) from an Estimate

When an estimate has been approved the next step is to create a project or job. This article explains how to create a Project from an Estimate.

The Estimates & Approvals page will open with a list of Estimate & Approvals after clicking Estimates & Approvals in the sub-heading bar. Click the down arrow menu option and select Send estimate if the status is Not Sent

The quick address link for Estimates are: /?estimates

The ADD NEW form opens. Complete the fields according to the Project data.

Click SAVE when finished.

The address bar link is : /?projects

The new project has been created.


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