One of the great features in ManagePlaces is the ability to create estimates that can be converted into working projects with tasks and assigned team members upon approval. You can do this in 4 simple steps.
Step 1:
First we need to create an estimate. To do this, click Finances in the left-hand navigation, then click Estimates > Add estimate.
Step 2:
The next screen is where we will create our estimate. Fill in your estimate's Name, select or add a Customer and build your estimate by adding tasks and items on each line. When your estimate is complete, click Add estimate.
Note: Before you can add items (like materials or labour) into your estimate, you need to create and price them first. Here is a simple tutorial explaining how.
Step 3:
Once you (or your client) are happy, you can approve the estimate by clicking Approve in the left-hand navigation. Click Yes in the pop-up to confirm. Your estimate is now approved and ready to be turned into a working project.
Step 4:
To turn your estimate into a project, first click Create project in the top left of the screen. Now fill in your project's details including dates and team members. Finally, click Create project at the bottom of the page, and that's it - your project is live. You will now see your project dashboard where you and your team can communicate, add documents, log KPIs, edit dates and tasks etc.
