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EstimatesCreating Estimates

Creating Estimates

How to create a new estimate with line items, tax, discounts, and customer details.

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How to Create an Estimate

  1. Go to Estimates in the sidebar and click New Estimate.
  2. Select a Customer (required).
  3. Choose an Estimate Mode — the same three modes available for invoices:
    • Line Items — add individual items with description, quantity, and unit price
    • Percent of Job — calculate as a percentage of a linked job’s total value
    • Fixed Amount — enter a single dollar amount
  4. If using Line Items mode, add your items. Each line item has a description, quantity, unit price, and a taxable checkbox.
  5. Optionally link a Job (required for Percent mode).
  6. Set the Issue Date (defaults to today).
  7. Set an Expiry Date if you want the estimate to expire automatically.
  8. Add Tax Rate and Discount if applicable.
  9. Add a Customer Message (shown on the estimate PDF) and Notes (internal only).
  10. Set Terms (auto-fills from your default estimate terms).
  11. Optionally enter a PO Number and Service Address.
  12. Click Create Estimate.

Estimate Numbering

Estimates are numbered automatically (e.g., EST-00001). The format is your prefix followed by a padded sequence number. Each new estimate increments the sequence by one.

You can customize the prefix and next sequence number in Estimate Settings.

Tips

  • The live preview shows subtotal, discount, tax, and total as you fill in the form.
  • Link a job to track which estimates relate to which work.
  • Set an expiry date to create urgency for time-sensitive quotes.
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OverviewMulti-Option Estimates