Create an Estimate

 You can send estimates to your customers to let them know how much you will charge for your services once the job is completed.

Customers can then approve, decline, or ask for changes on your estimates.

To create an estimate click Finances then click Estimates in the menu.

Once on the estimates screen, click the green “New Estimate” button.

On the New Estimate page you have the option to name the estimate and will need to select which customer the estimate is for.

Start typing the item or service you want to add to the estimate in the Item or Service/Description section to your estimate and set the cost as well.

Click the “Add Line” button to add new line items to your estimate and set the item or service for each line item and set the cost just as you did the first one.

You can also add a package to the estimate. To learn how to do that, click here

You have the option to also as “Optional Items

These are line items the customer can add on to their estimate if they choose. If they check the box to add the item the price will update to include it.

Once you are done with adding line items/packages, click the blue “Save Estimate” button.

After creating an estimate you could send it to your customer by clicking the “Send” button and choose if you’d like to send the estimate via Email, Regular Mail or Text.

After your customer received your estimate you should be notified via e-mail by push notification when your estimate was accepted or declined.

To check your notification settings, go to your settings by clicking the gear icon at the top right of the screen and “preferences

Updated on December 18, 2022

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