Sending an estimate

You need a client on the estimate before you can send it. You can save a draft without one and add the client later.

1. 1

   Open Estimates in the sidebar

   Tap New estimate (top right).

2. 2

   Pick a client

   Required to send. If the client doesn't exist yet, create one first from the Clients page.

3. 3

   Link a job (optional)

   If the estimate is tied to a specific job, link it so the totals show up in the right place later.

4. 4

   Add line items, taxes, and notes

   Each line item has a description, quantity, unit price, and optional tax flag. The total updates as you type.

5. 5

   Tap Save and send

   A Send estimate window opens.

6. 6

   Confirm the recipient and tap Send

   The recipient email defaults to the address on the client record. Update it if you want it to go somewhere else.

What your client sees