Log into your account
From the menu, choose Estimates
On the right-hand side, click the + Add Estimate button
A new tab will open to load the estimate builder
Enter the required information
When you reach the section titled Template, click the drop-down to choose which template you want to use
After you select the template, the title will show
Click the Continue and Build Estimate button to continue building your estimate
Click Scope of Work
Create one or more Scope of Work Options for your estimate by adding items
Click Payment Schedule. If you are choosing to have multiple payments
Enter in the Number of Payments to split the total by
Click Click to Update
Enter in any Payment & Financing Notes or any Terms & Conditions associated with the payment schedule
Click Payment Options and enable the options you want to offer
Options that are enabled show as Green with a checkmark
To disable an option, click it so it shows Gray
Click Accept & Sign Estimate to add your signature and any additional information to the last page of the Estimate
Click Attachments if you want to add any photos, videos, or documents to the estimate for the customer to view
When done, you can preview or send the estimate by clicking either button at the top right of the estimate builder
Create an estimate from a template
Send estimates fast using a pre-built template!
Written by Jana
Updated over 3 months ago