Creating an estimate

Article Introduction

An estimate is where products, services, and pricing from the price list are brought together for a specific customer and job. It calculates the job total and provides the information used to build proposals, agreements, and other customer documents.

This article explains how to create a new estimate.

Add a New Estimate

• Click Add Estimate.

Name and save the new estimate

• Type in the estimate. 
• Click on the checkmark.