How to create and send an estimate
Build an estimate from line items, choose the template, and send.
Understanding estimate statuses
Draft, sent, viewed, approved, declined — what triggers each.
How customers approve or decline estimates
What the customer sees on the public estimate link.
Creating a job from an estimate
Turn an approved estimate into a scheduled job.
Creating an invoice from an estimate
Convert a signed estimate into an invoice you can collect on.
Knowing when a customer has viewed an estimate
Get notified the moment the customer opens the link.
Downloading an estimate as a PDF
Save or email a polished PDF of the estimate.
Deleting an estimate
When deleting is OK and when to mark declined instead.
