Estimates
Estimates are essential to provide potential clients with a clear and detailed forecast of the costs for a project or service. They help set expectations, establish pricing, and build trust with clients before finalizing agreements. Estimates can be easily converted into invoices once the work is completed, streamlining the billing process.
- Getting Started with the Estimates Module
- Creating New Estimates
- Customize Your Estimate Design
- Editing Estimates in Fynlo
- Duplicate or Copy Estimates in Fynlo
- Bulk Import Estimates in Fynlo
- Sending Estimates to Clients: Email or Print
- Tracking Estimate Status and Client Responses
- Manage and Review Past Quotes for Reporting and Reuse
- Convert Estimates to Invoices
- Organizing Your Estimates: Search, Display Fields, and Filters in Fynlo
- Exporting Estimates
- Deleting Unused Estimates