Estimates

In everyday speech an estimate is a plan or quote that you and the client have negotiated.

A Case Manager estimate is similar. It's a plan that helps you manage, monitor and limit case costs.

An estimate is an active plan, more like a guide or policeman. Its 'policing' of case costs is highly customisable and is set at the category level.

This section provides an overview, then covers every aspect of estimates, including settings, templates and estimates at the case. It concludes with examples demonstrating the two main ways that estimates police case costs.

We start this section with the overview.

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