Estimates

An estimate lets you propose pricing to a customer before work begins. Customers can review and approve estimates, giving you an agreed-upon scope before sending a technician.

Creating an Estimate

1. Go to Billing → Estimates
2. Click New Estimate
3. Select the customer
4. Add line items (service type, quantity, unit price)
5. Add any notes or terms
6. Click Save

Adding Line Items

Each line item has:

• Description — what the item covers
• Quantity — number of units
• Unit price — price per unit
• Subtotal — calculated automatically

You can add as many line items as needed. Use them to break down services, materials, and fees separately.

Sending an Estimate

Once the estimate is ready:

1. Open the estimate
2. Click Send to Customer
3. Choose delivery method: email, or copy a payment link to share manually
4. The customer receives a link to view and approve the estimate

Sent estimates show status: Sent, Viewed, Approved, or Declined.

Estimate Status

Converting to a Work Order

When a customer approves an estimate:

1. Open the estimate
2. Click Convert to Work Order
3. A work order is created with the same line items
4. You can then schedule and dispatch it like any other job

Next Steps

• Work Orders
• Invoices