How to add, change, remove estimates/invoices on the board
Ext-Tech
1
Navigate to a client file
2
Choose one of the estimates
3
Click "Edit Estimate"
4
Click on the status drop down menu
5
Choose the option you want to add the estimate to the board
6
Scroll to the bottom and click "Save"
7
You can see which stage they are on, on the board
8
Click "Board"
9
You can see them here
10
Click and hold to drag the client/estimate from one column to the next
11
To remove from the board
12
Click "Bell, Monica"
13
Click "Edit Estimate / Work Order"
14
Click the 'x' in the status menu
15
Scroll to the bottom and click "Save"
16
Click "Board" (notice there is nothing showing at the top of the estimate about which stage it is on the board)
17
You can see they are no longer there
How to add, change, remove estimates/invoices on the board
Ext-Tech
1
Navigate to a client file
2
Choose one of the estimates
3
Click "Edit Estimate"
4
Click on the status drop down menu
5
Choose the option you want to add the estimate to the board
6
Scroll to the bottom and click "Save"
7
You can see which stage they are on, on the board
8
Click "Board"
9
You can see them here
10
Click and hold to drag the client/estimate from one column to the next
11
To remove from the board
12
Click "Bell, Monica"
13
Click "Edit Estimate / Work Order"
14
Click the 'x' in the status menu
15
Scroll to the bottom and click "Save"
16
Click "Board" (notice there is nothing showing at the top of the estimate about which stage it is on the board)
17
You can see they are no longer there
