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Invoicing and Estimates

How do I create an estimate?

To create an estimate, you first need to open the job that you want to create an estimate for, which can be done by clicking Jobs on the top menu and then selecting the job from your jobs list. Once you're on the actual job page, click Choose an action and from the drop down select Create an Estimate. That will take you to the new estimate page, where you can add line items, taxes, and notes for your customer. After you're finished, click the Create and Preview Estimate button. From this page, you can edit the estimate or email it to your customer by clicking on Choose an action and selecting the appropriate option.

Create an estimate for a service job