Your First Estimate

Estimates let you provide professional quotes to potential customers. Once approved, an estimate can be converted directly into a job or invoice.

Creating an Estimate

1. Navigate to Estimates in the sidebar
2. Click New Estimate
3. Fill in the estimate details:
   • Customer — Select an existing customer or create a new one
   • Property — Choose the service property
   • Date — The estimate date (defaults to today)
   • Expiration Date — When the estimate expires
4. Add line items:
   • Select from your predefined Services or enter a custom description
   • Set the Quantity and Unit Price
   • Add additional line items as needed
5. Review the Subtotal, Tax, and Total
6. Click Save to create the estimate as a draft

Sending the Estimate

Once your estimate is ready:

1. Open the estimate from the list
2. Click Send to email the estimate to the customer
3. The customer receives a link to view the estimate online
4. They can Approve or Decline the estimate through the customer portal

Estimate Statuses

• Draft — The estimate is being prepared and has not been sent
• Sent — The estimate has been emailed to the customer
• Viewed — The customer has opened the estimate
• Approved — The customer has accepted the estimate
• Declined — The customer has rejected the estimate
• Expired — The estimate has passed its expiration date

Converting an Estimate

After a customer approves an estimate, you can convert it:

1. Open the approved estimate
2. Click Convert to Invoice to generate an invoice with the same line items
3. Alternatively, create a Job from the estimate to schedule the work

Next Steps

After creating your estimate, learn how to send your first invoice.