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How to Generate Estimates from the Uleadz App
How to Generate Estimates from the Uleadz App
Written by Uleadz Client Care
Updated over a week ago

There are 2 ways to generate estimates from the Uleadz App.

Option 1: New Estimate

1. In the Uleadz app dashboard go to the "New" icon at the bottom

2. Select New Estimate and fill the information requested to complete the estimate

3. Once the estimate is generated it can be either signed right at the spot, or can it be sent for approval via SMS, email or both by selecting "sign"

4. You can also create a job from this estimate

Option 2: New estimate from existing ticket

1. Got to jobs and select the job you want to create the estimate for

2. Once inside the ticket select the 3 dots at the top to create an estmate

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