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Step-by-step guides for getting the most out of Estimation Builder.
Getting started
Create your account, set up your company, and learn your way around Estimation Builder.
- Signing up and starting your free trial
- Activating your account
- Resetting your password
- Logging in and out
- The setup wizard
- The onboarding checklist
Estimates
Build an estimate, add line items, move it through its lifecycle, and send a polished PDF.
- Creating an estimate
- Adding line items
- Estimate statuses: accept, complete, hold, cancel, finish
- Renewing an expired estimate
- Saving and using estimate templates
- Generating the estimate PDF
Company & profile
Manage your account details, company information, billing defaults, and the signature that goes on your estimates.
- Updating your account details
- Changing your password
- Your company details
- Adding and updating your signature
Customers
Add and edit customers, import your existing list from a spreadsheet, and see every estimate and invoice for a customer.
- Adding and editing customers
- Importing customers from a spreadsheet
- A customer's estimates and invoices
Items catalog
Build a reusable catalog of the work you quote, so your common items are one click away on every estimate.
View all 2 articles →Change orders
Record work added or changed after a customer accepts an estimate, and send an updated document.
View all 3 articles →Invoices & payments
Turn an estimate into an invoice, record payments as they come in, and send a polished invoice PDF.
View all 3 articles →Exports & accounting
Download your data as CSV, or send a month of invoices to QuickBooks Online or Desktop.
View all 2 articles →Billing
Your subscription, adding or updating your card, canceling and resubscribing, and recovering from a failed payment.
View all 4 articles →Account & data
In-app notifications, where your data lives, and how to close your account.
View all 3 articles →Reports
See your revenue over time, your estimate close rate, and which invoices are still unpaid.
View all 1 articles →