Often it is easier to track a single estimate rather than several individual estimates for the same account. pixtaFlow automates the process of merging estimates, from the same account, into a single estimate.
To merge an estimate which have the same account:
- Select the destination estimate you wish to merge another estimate into
- Set the estimate so it is in edit mode
- Click into the estimate detail view
- Click on the Actions menu
- Click the Merge from estimate... menu item
- You will be shown all possible estimates, for that account
- Select the estimate you want to merge from
It can take a second, or two, to perform the merge. Once completed though, the current estimate will have all merged items in it and totaled.
Note: The source estimate will be archived and no longer available to merge again.
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