Creating, sending, and managing estimates

Open Estimates and tap Add Estimate.

Starting from a lead, tap Create Estimate on the lead — the customer and property details carry over automatically. Starting fresh, enter the details by hand or pull them from a saved client to avoid re-typing.

Add line items from your company’s saved library, with photos and customer-facing descriptions. Markup and tax stay internal by default.

Set the customer-facing display options (show or hide quantities and prices) and the deposit, if you request one.

Tap Save Estimate. For an estimate that was already sent and signed, saving a customer-facing change creates a new version and clears the old signature.

Open the estimate and choose Send — by email, text, or copy the no-login link to share any way you like.

Track what happened on the estimate card: sent, viewed, and signed timestamps appear automatically.

When the customer signs and approves, route the estimate into a Sold Job or Repair, or turn it into an invoice.