How to Create Multiple Jobs in a Single Estimate

You can add multiple jobs to one estimate by following these steps:

1. Go to the Estimate tab in the Opportunity Detail form.

2. Click Create Estimate in the top-right corner.

3. Select the appropriate Type of Service, then choose the required template.

4. After selecting the first job, select the appropriate Type of Service for the next job, then select the required template. Repeat this process to add as many jobs as needed.

5. Click Continue after all jobs have been added.

6. Enter the required information for each job:

   • Complete the information for Job 1.

   • Select Job 2 from the left-side panel and enter its required information.

   • Continue selecting each job from the left-side panel and complete the required information.

7. Click Continue after completing the information for all jobs.

8. Review the details for each job and make sure all information is correct.

9. Click Create Estimate.

10. The system will generate the estimate and display the completed estimate on the screen.