Provide your clients with clear, professional cost breakdowns before finalizing a sale
Creating an estimate provides your client with a clear cost breakdown for items or services before finalizing a sale. It’s easy, straightforward, and can help avoid any surprises later on.
Steps to Create Your First Estimates
Step 1: Navigate to Income ->Estimates to access the estimate module.
💡 Tip: Need to manage multiple estimates at once? Learn how to bulk import estimates for faster setup!
Step 2: Click on the + New Estimate button to begin creating an estimate for your client
Step 3: Enter Estimate Information
- Date: Double-check the date, as this affects the payment terms and budgeting reports.
- Client Details: Select the client and fill out any additional relevant fields.
💡 Tip: Adding accurate dates and client details ensures your budgeting and scheduling reports stay accurate.
Step 4: Add Item Details
Enter each item or service provided, along with quantities, rates, and applicable taxes.
📌 You can add a track category to the estimate to monitor this transaction within specific budget categories. This helps with budgeting, allowing you to easily track expenses or income related to different projects, departments, or goals.
Step 5: Add Attachments and Review Summary
Attach any relevant documents to provide additional details.
Review the summary of your estimate to confirm all items, quantities, and totals are accurate.
📌 Single uploads should not exceed 10MB and can only upload a maximum of 10 attachments.
Only the following file types are allowed: DOC, DOCX, XLS, XLSX, JPG, JPEG, PNG, GIF, PDF, MP4, FLV, RMVB, AVI.
Step 6: Save Estimate
💡 Tip: Saving as a draft is helpful if you need internal review before sharing it with your client.
✅ You’ve Created an Estimate!
Now that your estimate is created. Learn how to generate and send your estimate via email or print it in our next guide. And convert it to an estimate