Add an Estimate or Order from the Home Screen Follow

Shortcut to Adding an estimate or order after logging in

Although you are able to customize the different the Quick Links drop-downs throughout the system and you can add options in any of them. Midnight comes with the ability to add a new estimate or order from the Quick Links drop-down located on the Home screen.  (You do not have to change screens to access either function.)

After logging into the system. if you wish to immediately add a new estimate or order, you do not have to click on the Customer Service module to do so. The Quick Links option on your home page includes options to Add a new estimate and to Add a new order.

From the home screen, click the Quick Links drop-down on the top-right hand corner of the screen. To create a new estimate, click the "Add Estimate" option within the drop-down.  To create a new order, click the "Add Order" option within the drop-down.  Midnight will switch you from the home screen to the relevant page where you can create a new record as desired.