Finish the estimate

Updated by Jill Bowers

  1. Click Finish.
  2. Click Submit Required Information to open the Required Information dialog box.
  3. You’ll find that your estimate contains a few errors.
  4. Click Put Sink and Fittings Back. Since we’re removing the sink and putting it back, it takes no extra effort to remove the faucet and put it back. Click PLBROB and then click Delete.
  5. Click Next.
  6. The Policy Number is missing. Enter 987654321 under Policy Number. Click Finish.
  7. Click Change Quote Status to Completed.
  8. Click Print to display your report options.
  9. Estimates are often sent and received via XactAnalysis. Although not applicable to this scenario, assignments received through XactAnalysis should be returned in the same way. To learn more about how to return an assignment to XactAnalysis, please refer to XactAnalysis.

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