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Estimate
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💸 Zelle
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Send
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Invoice
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🔗 File onto a job
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Documents raised against the client before the work was scheduled. Filing them onto a job links them — the numbers do not change, because the customer is holding a copy of them.
Which job
What moves
+ New Estimate
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⏳ Quotes about to lapse
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Click a row to open the estimate.
📋 New proposal from a template
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