Introduction to Estimates

An estimate is the user-facing workspace where products, services, pricing, and other job information come together for a specific customer and project.

The client’s Price List and business rules are configured in the backend of the One Click system by our Guiding Team. The estimate then pulls that existing information into the One Click Web App, where users can select items, enter quantities, and build the customer’s project.

Depending on the client’s configuration, the estimate may include:

• Products and services
• Quantities and units of measure
• Costs and selling prices
• Markups and discounts
• Payment terms
• Financing options
• Customer and project details
• Proposals, agreements, and related documents

From the initial inspection through the signed agreement, the estimate serves as the central place for managing the job and sales process.

In simple terms, the backend stores and manages the configured information, while the estimate displays and uses that information for a specific customer and project.