Estimates

Create quotes and proposals for clients

Send professional estimates to clients before starting work. Estimates help set expectations and can be converted to invoices once approved.

Creating Estimates

Include in your estimates:

• Line Items - Itemized services with quantities and rates
• Description - Scope of work overview
• Expiry Date - How long the estimate is valid
• Notes - Terms and conditions

Estimate Workflow

1. Create the estimate with line items
2. Send to the client for review
3. Client approves or requests changes
4. Convert approved estimate to invoice

Converting to Invoice

Once a client approves an estimate, convert it to an invoice with one click. All line items transfer automatically.