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Additional actions in an Estimate

Find out what additional actions you can perform in the Estimate document

Christina avatar
Written by Christina
Updated over 3 months ago

To the left of the event feed are buttons with additional actions in the estimate:

1. Print documents. Click the printer button 🖨️ and select a document (documents belonging to the Work orders group are displayed).

2. Communicate with the client. Click on the message icon and select a communication method: send a message to the client via WhatsApp, Viber, SMS, or Email, or call the client.

Please note that you must have the relevant integrations connected and configured.

3. By clicking the “Actions” button, you can:

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