How To Create an Estimate
Estimate Setup
1. Click "Accounting"
2. Click "Add Estimate"
3. Click "Add New Line Item"
4. Select the type of work
5. Click the new line item to open it
Scope Details
6. Add a description in the "What needs to be done?" field
Labor Configuration
7. Click "Add Labor"
8. Work items can be fixed labor rate or variable. Click to change to variable.
9. Click "Add Labor"
10. Select or create a labor rate
11. Click the save icon to save the selection
12. Enter an amount of hours in the Estimated Hours field
13. Click the save icon to save the labor details.
14. Click the save icon to save the line item.
Estimate Approval
15. Click "Approve Estimate"
16. When you approve an Estimate Caliche will ask if you would like to change the status of the project
17. Select which status you want to move the project to
18. Click "Yes"
19. Click the save icon to save the updated estimate status.
