Estimates
Build an estimate, add line items, move it through its lifecycle, and send a polished PDF.
Creating an estimate
Start a new estimate, pick a customer, and fill in the details.
Adding line items
Add line items and price them by square foot, cubic foot, quantity, flat rate, per foot, or per hour.
Estimate statuses: accept, complete, hold, cancel, finish
Understand the estimate lifecycle and what each status action does.
Renewing an expired estimate
Bring an expired estimate back to life with a new expiration date.
Saving and using estimate templates
Turn a finished estimate into a reusable template — or build one from scratch.
Generating the estimate PDF
Produce a professional, client-ready PDF of any estimate.