new

Client Portal

Estimates for Client Portal

Overview

:

We're thrilled to introduce Estimates feature for client portal where user can view and manage their Estimates at one place

🎉

What's New?

User can view list of estimates which they are the part of with all necessary details
User can view the estimate from client-portal end
Download estimates is implemented with in the client-portal
Accept/Reject status will be updated and based on that user can view or download estimates
This feature will work both on web and mobile app
With app permission location admin can enable or disable estimates

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How It Works?

For Web

🌐

On client-portal dashboard check for estimates widget
Click on eye icon to view estimate
To download click on download icon
If you have more then 5 estimates click on view all there you can view all estimates

For Mobile App

📱

On client-portal dashboard navigate to estimates tab
Click on eye icon to view estimate
To download click on download icon. An estimate can be downloaded when it is signed
You can scroll to view all estimates