Overview of completing the estimate

The exact steps needed to complete an estimate differ from one estimator to the next. In general, though, most estimators perform one or more of the following tasks to complete an estimate:

• Enter prices in the estimate
• Enter notes in the estimate
• Merge two or more estimates into one estimate
• Review the estimate totals
• Choose the markups (addons) to use for the estimate
• Check for incomplete entries in the estimate