Create an Estimate from a Job
Create an Estimate from a Job
Open the Jobs board to find the job we'll estimate. Wait for the Jobs page to load.
Watch the demo (40 seconds)
Overview
Open the Jobs board to find the job we'll estimate. Wait for the Jobs page to load. Open the New Job dialog to create a job we can estimate. Wait for the job form dialog to appear. Return to the Jobs list to pick an existing job. Wait for the Jobs board to render. Open a job to see its detail page. Wait for the job detail page to load. Locate the New Estimate action in the Estimates card. Click New Estimate to start an estimate tied to this job. Wait for the new estimate page to load.
Steps: 14 · Time to complete: ~40 seconds · Difficulty: hard
Prerequisites
- Access to the Create an Estimate from a Job feature.
Steps
Step 1 — Navigate to /jobs · 0:00
Open the Jobs board to find the job we'll estimate.
Step 2 — Wait for h1:has-text("Jobs") · 0:04
Wait for the Jobs page to load.
Step 3 — Click button:has-text("New Job") · 0:06
Open the New Job dialog to create a job we can estimate.
Step 4 — Pause 500ms · 0:11
Wait for the job form dialog to appear.
Step 5 — Screenshot: job_form_dialog · 0:00
Screenshot: job_form_dialog.
Step 6 — Navigate to /jobs · 0:14
Return to the Jobs list to pick an existing job.
Step 7 — Wait for h1:has-text("Jobs") · 0:18
Wait for the Jobs board to render.
Step 8 — Click a[href^="/jobs/"] · 0:21
Open a job to see its detail page.
Step 9 — Wait for a:has-text("Back to Jobs") · 0:24
Wait for the job detail page to load.
Step 10 — Wait for a:has-text("New Estimate") · 0:28
Locate the New Estimate action in the Estimates card.
Step 11 — Screenshot: job_detail_estimates_card · 0:00
Screenshot: job_detail_estimates_card.
Step 12 — Click a:has-text("New Estimate") · 0:31
Click New Estimate to start an estimate tied to this job.
Step 13 — Pause 800ms · 0:36
Wait for the new estimate page to load.
Step 14 — Screenshot: new_estimate_from_job · 0:00
Screenshot: new_estimate_from_job.
Expected outcome
Wait for the new estimate page to load.
Assets
- 📹 Full video — 40 seconds
- 📝 Plain transcript
- 🎬 Captions (WebVTT)
- 🖼️ Thumbnail