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
Show the client a single total price instead of a line-by-line breakdown.
Email the estimate and let the client review it online.
Have your client sign to approve the estimate right in the app.
Turn an approved estimate into an invoice with the details carried over.