1. Start a New Estimate
Navigate to the Estimate Page from the homepage.
Tap the + Create New Estimate button.
2. Add Estimate Details
Fill in the details exactly as you would for an invoice:
Core Information-
Client: Select who this estimate is for.
Items: Add the services or products you are quoting.
Discounts & Tax: Apply any potential discounts or necessary taxes.
Photos & Notes
Add any terms or conditions in the notes.
Attach reference photos if needed.
Note: Unlike invoices, Estimates do not have a "Payments" section because no money has changed hands yet.
3. Review & Sign
Preview: Check the layout and customize the template if desired.
Signatures: You can sign it yourself, or enabling Request Client Signature is highly recommended for estimates to get formal approval.
Tap Save & Continue.
4. Send to Client
Email: Send the quote directly to your client's inbox.
Convert to Invoice: Once the client accepts the estimate, you can open it later and tap Convert to Invoice to save time!