Estimates

Short: Create estimates, send to clients, and manage estimate lifecycle.

Creating Estimates

Location: Estimates → New Estimate

Steps

1. Click New Estimate.
2. Select client and property.
3. Add line items (from Price Book or custom).
4. Set deposit (fixed or %), add notes.
5. Save as Draft or set status to Sent.

Smart features

• Auto-calculates taxes and totals.
• Save as draft automatically.

Sending Estimates

Location: Estimate Details → Send Estimate

Steps

1. Open estimate and click Send Estimate.
2. Choose delivery (Email or PDF).
3. Preview and send.
4. Track when the client views the estimate.

Template variables

• {client_name}, {estimate_number}, {total}, {company_name}

Workflow

• Draft → Sent → Accepted/Declined.
• On Accepted, convert estimate to job (and invoice if desired).

Updated on: 11/01/2026