Creating and Managing Estimates

Put together a cost proposal on-site and send it for approval — useful for field-based work.

Estimates dashboard

Key counts at a glance: sent, accepted, declined, invoiced. Filter and search across mobile- and web-created estimates.

Building an estimate

1. Link to a customer contact.
2. Set issue and due dates.
3. Add items with tax settings.
4. Add terms or notes.
5. Apply discounts.
6. Review, send via email or text.

After you send it

Customer gets a shareable link to accept or decline. Status updates automatically. Accepted estimates convert into an invoice.