Creating a customer profile with an estimate

Uploading an estimate into an existing profile

Steps to follow:

1. Click on the customer record

2. Click on + Add Repair

3. Click on Upload Estimate PDF

4. Drag or drop in an Estimate PDF

# Booster

5. Click on the downward arrow to view the estimate

6. Click on Edit to make any changes

7. Click Save for any changes or cancel to exit the estimate

8. Your estimate is now available in the customer profile.

You can see the uploaded estimate activity within the communication channel.