Watch tutorial — 3 min
Step by step
- 1Open the job or customer
- 2Select New Estimate
- 3Add line items, quantities and pricing
- 4Add optional good / better / best options
- 5Send by text or email
Related questions
Can the customer sign the estimate?
Yes, they can approve and sign on their phone.
Can I edit an approved estimate?
Create a revision; the original approval stays on record.
Do estimates expire?
You can set an expiration date per estimate.