Follow the steps below to estimate, invoice and apply a payment to a schedule request in FMX:
Estimate a Schedule Request
1. Find the schedule request you wish to estimate (on the calendar or in the schedule requests grid), then click Estimate.
2. You are then able to enter multiple line item descriptions, their quantity, and their rate. These will then populate automatically in the line total. Additionally, there is an "other amount" and description box of what the estimate includes.
3. Click Estimate to send your estimate. This will generate an email notification to the requesting user asking them to confirm the estimate.
4. Click Estimate & Email to send your estimate to a separate email from the requester. This will allow you to edit and add email addresses in the "To," "CC," and "BCC" lines, as well as the subject and body of the email itself. To make changes, click in the box you'd like to edit.