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Drawings (EST Record)

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

  1. Enter the required information for each drawing, according to the following descriptions.
  2. Drawing No.

    Enter a unique identifier for the drawing.


    Enter a description for the drawing.

    Valid From

    Valid To

    Enter valid dates for your drawing, if applicable.

    Note: You can cross-reference an estimate with any number of different drawings.

  3. To edit the drawing details, select the drawing and click Amend Drawing.
  4. To continue entering estimate information, use the right scroll icon () in the tab bar to reveal the Memo tab.
  5. To save your Estimate Details, click Save.

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