Send your first estimate (quick start)
From a blank account to an estimate in your client's inbox in five minutes.
What it is
This is the fastest path from an empty account to a real estimate. You can always come back and add your item list, taxes and contract later.
1 Create it
- Click Estimates → Create new.
- Click Select a client and add your client (name, email, phone, address).
- Type the Job title — for example "Kitchen faucet replacement".
- Add line items: name, description, quantity and unit price.
- Click Save.
2 Send it
- Click Email, check the message and click Send.
- Or copy the client link and send it by text message.
You'll get an email when the client opens and approves it.
Common questions
Can the client approve on their phone?
Yes. The link works on any phone or computer, with no app or account.
Can I send it by text instead of email?
Yes. Copy the client link and paste it in a text, or turn on texting in Settings → Text messages.
Related guides
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