Estimates
Build, send, and convert estimates for your clients.
Start a new estimate, pick a client, and set the job details.
- 1.Open Estimates and start a new estimate
- 2.Choose the client
- 3.Add line items with quantities and prices
- 4.Save the estimate
- 5.Send it to the client for online approval
For the office9:23
Show the client a single total price instead of a line-by-line breakdown.
For the office1:37
Email the estimate and let the client review it online.
For the office0:24
Have your client sign to approve the estimate right in the app.
For the crew0:19
Turn an approved estimate into an invoice with the details carried over.
For the office0:20