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Build and Edit an Estimate

Build and Edit an Estimate

Open the Jobs page to start a new estimate from a job. Wait for the Jobs page to load.

Watch the demo (23 seconds)

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Overview

Open the Jobs page to start a new estimate from a job. Wait for the Jobs page to load. Open the New Job dialog to create a job we can estimate. Wait for the job form to appear. Enter the contact name for the new job. Enter the job address. Submit the job form to create the job. Wait for the new job to appear in the pipeline. Open the newly created job. Wait for the job detail page to load. Start a new estimate for this job. Wait for the estimate builder to load. Add a new section to organize line items. Wait for the new section to appear. Name the section so the estimate is organized. Add a line item under this section. Wait for the line item editor. Describe the work for this line item. Save the draft estimate. Confirm the estimate was saved as a draft.

Steps: 23 · Time to complete: ~23 seconds · Difficulty: hard

Prerequisites

  • Access to the Build and Edit an Estimate feature.

Steps

Step 1 — Navigate to /jobs · 0:00

Open the Jobs page to start a new estimate from a job.

Step 1: Open the Jobs page to start a new estimate from a job.

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Step 2 — Wait for h1:has-text("Jobs") · 0:04

Wait for the Jobs page to load.

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Step 3 — Click button:has-text("New Job") · 0:07

Open the New Job dialog to create a job we can estimate.

Click 'New Job' to start

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Step 4 — Wait for input[name="name"] · 0:12

Wait for the job form to appear.

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Step 5 — Type into input[name="name"] · 0:15

Enter the contact name for the new job.

Step 5: Enter the contact name for the new job.

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Step 6 — Type into input[name="address"] · 0:18

Enter the job address.

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Step 7 — Click button:has-text("Create") · 0:20

Submit the job form to create the job.

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Step 8 — Wait for text="Acme Roofing Project" · 0:00

Wait for the new job to appear in the pipeline.

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Step 9 — Click text="Acme Roofing Project" · 0:00

Open the newly created job.

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Step 10 — Wait for button:has-text("New Estimate") · 0:00

Wait for the job detail page to load.

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Step 11 — Click button:has-text("New Estimate") · 0:00

Start a new estimate for this job.

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Step 12 — Wait for button:has-text("Add Section") · 0:00

Wait for the estimate builder to load.

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Step 13 — Screenshot: estimate_builder_empty · 0:00

Screenshot: estimate_builder_empty.

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Step 14 — Click button:has-text("Add Section") · 0:00

Add a new section to organize line items.

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Step 15 — Wait for input[placeholder="Section name"] · 0:00

Wait for the new section to appear.

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Step 16 — Type into input[placeholder="Section name"] · 0:00

Name the section so the estimate is organized.

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Step 17 — Click button:has-text("Add Line Item") · 0:00

Add a line item under this section.

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Step 18 — Wait for input[placeholder="Description"] · 0:00

Wait for the line item editor.

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Step 19 — Type into input[placeholder="Description"] · 0:00

Describe the work for this line item.

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Step 20 — Screenshot: estimate_with_line_item · 0:00

Screenshot: estimate_with_line_item.

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Step 21 — Click button:has-text("Save") · 0:00

Save the draft estimate.

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Step 22 — Wait for text="Draft" · 0:00

Confirm the estimate was saved as a draft.

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Step 23 — Screenshot: estimate_saved · 0:00

Screenshot: estimate_saved.

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Expected outcome

Confirm the estimate was saved as a draft.

Assets