To create an estimate, click Finances > Estimates tab.
Once on the estimates screen, click the "New Estimate" button.
On the New Estimate page, you have the option to give the estimate a name. This can be anything you would like, and is not required.
To create an estimate, you must assign it to a customer. You can do so by selecting the Customer dropdown.
The Estimate # and Estimate Date are automatically generated, but can be changed at any time.
Start typing the item or service you want to add to the estimate in the Item or Service/Description section to your estimate and set the cost as well.
Click the + Add Line button to add new line items to your estimate, select the desired item or service, and set the cost just as you did the first one.
Packages are groups of items/services, and can be added to estimates by clicking the Add Package button.
Note: All line items on the estimate are optional. This means that the customer can pick and choose which services they would like to receive
Once you add line items/packages, click the "Save Estimate" button.
After creating an estimate, you could send it to your customer by clicking the Send button and choosing if you'd like to send the estimate via Email, Regular Mail, Copy Link, or Text.
After your customer receives your estimate, you should be notified via push notification when your estimate is accepted or declined.
To enable your push notification settings, click the gear icon at the top right of the screen and Preferences.