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 and Expired — what triggers each.
How customers approve or decline estimates
What the customer sees on the public estimate link.
Creating a job from an estimate
Customer approvals create the job automatically; convert phone or in-person approvals yourself.
Billing an approved estimate
Estimates are invoiced through their job, or milestone by milestone with a payment schedule.
Knowing when a customer has viewed an estimate
See when and how often a customer opened an estimate, and which option they looked at most.
Downloading an estimate as a PDF
Download the estimate PDF or attach it when you send.
Deleting an estimate
Only drafts can be deleted — decline, duplicate or edit sent estimates instead.
