How do I create a new estimate and save it?

Step 1: Open the job & Click Estimates in the left menu.

Step 2: Click Add Estimate

Use the button at the top right, or the one in the middle of the page when the job has no estimates yet. Both work the same way.

Image description: The Estimates page with Add Estimate highlighted.

Step 3: Name the estimate

Click the name field at the top, type a name, then click the check mark. Naming it first is a good habit. If you skip it, the estimate gets a number automatically.

Image description: The name field with the check mark.

Step 4: Save the estimate

Click Save at the top right. If you try to leave before saving, a warning says there are unsaved changes. Saving the name is not the same as saving the estimate.

Image description: The Unsaved Changes warning, then the Save button (04-save-the-estimate.png).

Step 5: Go back to your estimates

Click the back arrow next to the estimate name. Click an estimate to open it again.

Image description: The list of estimates.

Renaming an estimate later

Click the pencil next to the estimate name, change the name, and save the estimate again. Every change needs a save.

Remember

What you see can differ depending on your organization's settings and your permission level. Tab names, headers and available options are configurable. If you can't see or do something described here, ask your manager first. They can contact support.

How do I create a new estimate and save it?

Adding an estimate, naming it, saving it, renaming it later, and getting back to your list of estimates.