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Creating Estimates
Creating a New Estimate
To create a new estimate, navigate to the Estimates section in the dashboard. Click on "Create Estimate," then fill out the required fields such as client, items, pricing, and any other necessary information. Once complete, you can save or send the estimate directly to the client.
Estimate Fields
When creating an estimate, ensure to provide the necessary details like the client’s name, contact info, list of items with prices, any applicable taxes, and payment terms.
Sending Estimates to Clients
Once your estimate is ready, click the "Send" button. The system will automatically send the estimate to your client’s email with a link to view or approve the estimate.
Need Help?
If you need assistance with creating estimates, please contact us through the Message Center for support.