How to add an Estimate to a Contact

1. Accessing the Contact Information

   • Click on Contacts.

   • Select the specific contact or organization.

2. Navigating to Estimations

   • Click on Estimations within the contact's profile.

3. Adding a New Layout

   • Choose the type of floor plan or level.

   • Add a new layout if needed (e.g., studio apartment).

4. Adding Order Lines

   • Click on the selected layout.

   • Add order lines for services and materials.

     • Use CTL for catalog items.

     • Include service items like installation.

5. Associating the Layout with the Contact

   • Apply changes to link the layout to the contact.

   • The estimate or measurement is now associated with the contact for reference.