Log into your account
From the top, locate the black Quick Add+ button, and click it
From the drop down, choose Create Estimate
The Estimate Builder will open in a new tab
Complete information in order to set up your estimate, including attaching a Contact
Each estimate must be attached to a Contact AND a Project. If one or neither of those exist, you can create them using the + add new contact or + add new project button
While a contact and project are required, assigning a team member is optional
Next, click Continue and Build Estimate
Set up your Introduction page by uploading a Cover Image, adding a Header and Intro Text
As you add information to the Estimate, it will update in real time
Click Project Overview. If you choose to enable Project Overview, add a description in the text box
Click About Us. If you choose to enable About Us (recommended), add a description in the text boxes
Click Testimonials If you choose to enable Testimonials, click add a testimonial to add one
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 contact to view
When done, you can preview or send estimate by clicking either button at the top right of the estimate builder
Create a new estimate without a template
Draft and send a estimate from scratch
Written by Jana
Updated over 3 months ago