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Estimate Module

Main features :

  • Quote Creation: Allows for an estimate to be prepared before work approval.
  • Simplified Conversion: A quote can be transformed into a work order and then into an invoice.
  • Flexible Process: Option to create an invoice directly without requiring a quote.
  • Status Management: A quote can be pending, expired, or converted into a work order.
  • Action Icons: Print, email, delete, or quickly access the quote.
  • Customizable Deadlines: Default validity of 10 days, adjustable in preferences.
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