Ways to Create an Estimate
Click the Create button in the top-right and select Estimate.
Click the + icon in a chat conversation and select Estimate.
Open a contact and select Create Estimate.
Go to the Estimates page and click Add Estimate.
2. Select or Create Template
Choose from an Estimate Template, Proposal Template, or create a New Estimate.
3. Add Items or Bundles
Add individual services or bundles from the Price Book. Adjust quantities, taxes, and markups as needed.
4. Send the Estimate
Once finalized, click Send & Continue. The estimate is sent via text and email to the customer automatically.
Use Case
Use estimates to quickly quote customers for services or products. With templates and price book integration, you can standardize pricing, reduce manual entry, and improve quote turnaround time. Perfect for sales, proposals, and on-site job confirmations