Adding an Estimate to an existing FLOW

Here is a step-by-step for adding an estimate to a flow from within the Flow View:

  1. Navigate to CRM.
  2. Open the desired repair record.
  3. Click on the options menu (three dots).
  4. Select Flows.
  5. Choose Estimate Flow.
  6. Enable the Send Estimate PDF option.
  7. Click Upload.
  8. Either drag and drop the PDF file or browse to locate it.
  9. Click Upload.
  10. Finally, click Add to complete the process.

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