Create an estimate

1 The basics

1. Click Estimates → Create new.
2. Pick the client in Estimate for… and type the job title.
3. Check the property address (you can pick one of the client's properties).
4. Set the issue and expiration dates in Estimate details.

2 Line items

1. Click Item list to add saved products and services, or type a new line.
2. Add a photo to a line with the photo square on the left (pick from your library or upload).
3. Turn on Group items into sections to organize bigger jobs (for example Demo, Plumbing, Finish).

Your markup is never shown to the client.

3 Totals

1. Add a Discount, Markup, Deposit or Payment schedule on the right of the totals.
2. Write a Client message and the Contract / Disclaimer the client accepts.
3. Click Save (or Save & send).