Estimates

Estimates allow you to provide professional quotes to customers. Track their status from draft through approval, and convert approved estimates into invoices or jobs.

Creating Estimates

1. Navigate to Estimates in the sidebar
2. Click New Estimate
3. Select the Customer and Property
4. Set the Estimate Date and Expiration Date
5. Add line items by selecting from your predefined services or entering custom descriptions
6. Set quantities and unit prices for each line item
7. Review the calculated subtotal, tax, and total
8. Click Save

Line Items

Each estimate contains one or more line items:

• Service — Select from your service catalog or enter a custom description
• Description — Additional details about the work
• Quantity — Number of units (hours, visits, square feet, etc.)
• Unit Price — Price per unit
• Amount — Automatically calculated (quantity x unit price)

Sending Estimates

After saving an estimate:

1. Click Send to email it to the customer
2. The customer receives a link to view the estimate in the customer portal
3. They can approve or decline the estimate online
4. You receive a notification when the customer takes action

Estimate Templates

Use templates to speed up common estimates:

1. Navigate to Templates in the sidebar
2. Create a template with your standard services and pricing
3. When creating a new estimate, start from a template instead of a blank form

Converting Estimates

When a customer approves an estimate:

• Convert to Invoice — Creates an invoice with the same line items and pricing
• Convert to Job — Creates a scheduled job based on the estimate

Both conversions preserve all line item details, and you can edit the result before sending or scheduling.

Form Styles

Customize the look of your estimate PDFs:

1. Navigate to Templates > Form Styles
2. Create or edit a form style with your branding (colors, fonts, header layout)
3. Apply the style to individual estimates or set a default