How To Quickly Add "Estimate", "Comparison" & "Project" From Dashboard Page

To quickly add "estimate", "comparison" & "project" from the dashboard page follow these steps.

1. Navigate to the "Dashboard" button located at the horizontal top menu options.

2. Select the yellow "Quick Add" button located on the upper right corner.

3. Once selected, you will have the option to add "estimate", "comparison" & "project".

Please note that the "Dashboard" page will be the first one you see when you log into your account.

Published 9/23/2025.