Create an estimate

Once you have a job open, you can send your customer a detailed estimate for the work ahead.

From inside the job, click New estimate in the top right corner of the Estimates section. The customer and job are already linked, so you can jump straight to adding your line items.

Add line items

Each line item represents a service or material you are quoting. Click Add item and enter the item name and price. To set the quantity, update the Qty field.

You can save items to your Services and Materials catalog for reuse, or add them as one-time items by typing the name and pressing Enter.

Need to add more than one item? Click Add another.

Save your estimate

When you are ready, click Save estimate. The estimate is saved as a draft until you send it to your customer. Once sent, the status changes to Pending while you wait for their response.

You can also create estimates outside of a job from the Estimates section in the sidebar.