How to create an estimate
Updated July 15, 2026
To create an estimate in WorkxPro, open Estimates and start a new one. Choose the client, add line items with quantities and prices, then save. From there you can send the estimate for the client to approve online, and once it is approved, convert it into a job or an invoice in one step.
Step by step
- 1Open Estimates and start a new estimate
- 2Choose the client
- 3Add line items with quantities and prices
- 4Save the estimate
- 5Send it to the client for online approval
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