Site address (EST Record)

Open: Estimating > Records > Enter New Estimate - Full | Site Address.

  1. Enter the customer site address details.

    Note: You can only enter City, County or Country information if Use Segmented Addresses is selected in the Operational settings tab of Accounting System Manager System Settings.

  2. To continue entering Estimate Details, select the Stages tab.
  3. To save your Estimate Details, click Save.
See also

Overview

Creating an estimate - full

Amending a full estimate

Other tasks

Stages (EST Record)

Reference

Set up operational settings