Can I only create Estimates through Projects?

No, you can also create an Estimate for an Opportunity! An Opportunity is a potential deal, or project, that has been identified as having a high probability of converting successfully and, therefore, is mainly used for presales purposes.

However, all ConstructionOnline subscriptions come with the ability to create an unlimited number of Opportunities and Opportunity Estimates. Because of this, we recommend utilizing Opportunity Estimates in certain use cases such as when you need to create multiple bids for a single Project, or when you have two Projects closely related and/or for the same client.

Step-by-step instructions regarding the creation of Opportunity Estimates can be found here.

Click here for more frequently asked questions (FAQs) regarding Projects.