Sales and work · capture-complete

Create an estimate and order parts

Route under test: estimates

WorkCabinet estimates list with synthetic data — Genuine WorkCabinet screenshot from the approved product environment.

Before you start

A synthetic customer and job

Workflow

Step 1. Open the estimate workflow.
Step 2. Add labour and material lines.
Step 3. Use the parts bulk-order workflow where available.
Step 4. Save the estimate and verify its status.

Capture note: This image is genuine product evidence. Representative captures are used where the workflow prerequisite itself is not a visible application screen.

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