RO | OR

Basic information about the operation and use of estimates in RO App

Estimates. General Information

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In this section you will learn how to work with estimates 

Estimates

How to Create a New Estimate?

Learn how to create an estimate from Chat

How to Create an Estimate from Chat?

Find out where the entire estimate history is stored and displayed

The Estimate Event Feed

Learn how to add labors / services and products to estimates

How To Add Services And Products To Estimate?

Learn how to set up numbering in estimates

How to Set Up the Numbering of Estimates?

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

Additional actions in an Estimate

Learn how to set up online estimate form in RO App

How to Set up Public Estimate Page?

Learn how to add, view, and manage files in an estimate, as well as change their status and visibility to the client

How to add and manage files in an estimate

Estimates options in the mobile application

Estimates in a RO Mobile App

Find out how to create and set up an Estimate

Creating and Setting Estimates

Find out what methods of changing the estimate status are available in RO App

How To Change Estimate Statuses?

Learn how to print or send an estimate to a client via email or messengers

How to Send an Estimate to a Client for Approval?

Learn how to transfer an estimate to a successful work order or unsuccessful status

How to Close an Estimate?

Instructions for deleting estimates in the system

How to Delete an Estimate?

Learn how to quickly edit and manage Estimates at every stage

Editing and Managing Estimates

Public API

Publiczne API

Публичный API

Публічне API

API Publique

Öffentliche API

API Pública

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Video Tutorial

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Tutorial en Vídeo

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