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.