The following information describes the fields and options on the Estimate screen.
Estimate ID:
The ID of an estimate must be unique. If you want to create a new estimate, click the New button and enter the ID there.
Status:
Select the estimate status from drop-down menu. The options are Active, Inactive and Incomplete. When you set the estimate status as inactive, BillQuick Online keeps the information associated with that estimate but does not show it in the drop-down lists. You can make an estimate active again at any time.
Description:
The description assigned when the estimate is created. This is brought forward when the ID is selected. Keep in mind that the description should allow someone to understand the purpose of the estimate or its relevance.
Created By:
If desired, you can assign an employee to the estimate who created it or is responsible for it. Assigning an employee to the estimate can be helpful when filtering reports.
Approve:
When selected, the estimate is approved for use. After being approved, it is available in the Manual Invoice screen for invoicing.
Show Budget:
Click the link to open the Budget screen. It shows the first budget available in the grid.
Labor Total:
BillQuick Online keeps a running record of the Labor Total here. Shows the total service amount associated with the estimate.
Expense Total:
BillQuick Online calculates the total for the expense rows. The total amount for expenses is tabulated in this field associated with the estimate.
Misc Amount:
Enables you to add some miscellaneous amount or costs incurred. It can represent the contingency expenses for the budget.
Total:
The total project estimate will appear in this field. It represents the total of the labor, expenses and miscellaneous amount.
Estimate Grid
The grid is your guide to the service and expense records related to an estimate. It is a series of rows and columns. Each row is a separate service or expense record. Depending on which tab (Services or Expenses) you have clicked, details of the specific estimate are displayed in the grid. Click the column headings to sort the columns in the grid. Entries displayed on the grid cannot be edited in the grid but rather in the data entry section of the Estimate-Activity or Estimate-Expense screen.
Grid details are carried from the Estimate-Activity or Estimate-Expense screen. Click 
to open the screen where you
can edit the details of the selected service or expense record, respectively.
Click 
against the service or expense record you want to delete.
Help:
Opens the BillQuick Online Help in the Estimate section.
Print:
Opens the corresponding report to allow you to print, preview or cancel the report.
The ability to email estimate attachments is only available in the BillQuick
Online Pro and Enterprise editions.
Options
Click this link to view the below mentioned options:
Add Activity:
Click opens the Estimate-Activity screen where you can add a new activity item to the budget.
Invoice:
Opens the Manual Invoice screen. You can create a manual invoice using the selected estimate. Further editing is possible in the Manual Invoice screen before processing the invoice. The % Done value is also transferred to the manual invoice and used in calculating the total amount there.
Assign:
Opens the Assign screen where you can assign the specific estimate to one or more projects.
Email:
Opens the Email screen that allows you to send the estimate to the client via email.
Attachment:
Click to open the Attachments screen where you can attach one or more files to the Estimate. The text link also displays the number of files being attached to the record. The attached files will be copied to the shared file attachment folder as specified by your Admin. When you email an estimate with linked files, you will be given the option to automatically attach the files linked to the record.
Convert:
Opens the Convert to Budget dialog box that enables you to create a budget using the existing estimate data. You are required to enter the Budget ID and Budget Description for the new estimate.
Del Estimate:
Delete the entire Estimate currently displayed on the screen.
Add Expense:
Click to open the Estimate-Expense screen where you can add a new expense item to the budget.
Active Estimates Only:
Select this option if you want the estimates with only active status to display in the list.
New:
Opens the new screen that enables you to create a new estimate.
Close:
Closes the screen and takes you to the home page of BillQuick Online.