Blackhawk Bank Online Banking User Guide

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Autobooks New Estimate

Easily create, manage, distribute and view the status of estimates for prospective customers. 1

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1. Click the Estimates tab. 2. Click the + New estimate button. 3. Select a customer or create a new one. For more information about creating a customer, go to page 174. 4. Use the drop-down to select a status. 5. Enter an expiration date. 6. Select a product or service or create a new one. For more information about creating a product or service, go to page 182. 7. Enter a quantity. 8. Enter a price. (The amount field will automatically populate.) 9. (Optional) Enter a description.

Autobooks: New Estimate