How Do I Create an Estimate?

Posted 3 years ago in Support
by Chris Froelich

Create and send an estimate in six easy steps.

  1. Click Estimates on the left-hand side of the home screen.

  2. Click on the blue Create Estimate button on the right-hand corner.

  3. Add the necessary information to complete your estimate. If you would like your estimate to automatically become a new project when the estimate is accepted, check the Auto-create project when estimate is accepted

  4. Fill in the needed project information and click Save Estimate.

  5. After reviewing your estimate, click Finalize on the top right-hand corner. A message box will appear.

  6. Complete the message and click Send to send out the estimate.

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