Estimates

Before you start:

• • Have client information ready (name, email, property address)
• • Know your material and labor costs
• • Prepare detailed descriptions of work to be performed
• • Consider equipment and disposal costs

Instructions:

1. 1
   Navigate to Estimates

   Click Estimates in the main navigation menu
2. 2
   Click New Estimate

   Located at the top right of the estimates page
3. 3
   Select or create a client

   Choose from existing clients or click Add New Client
4. 4
   Enter project title

   Use descriptive names like Spring Cleanup Package or Lawn Maintenance
5. 5
   Add line items

   Click Add Line Item for each service or material
6. 6
   Fill in line item details

   Enter description, quantity, unit price, and total for each item
7. 7
   Review the total amount

   Check that all costs are included and pricing is accurate
8. 8
   Add notes and terms

   Include payment terms, project timeline, and special conditions
9. 9
   Save the estimate

   Click Save Draft to work on later or Send for Approval to send immediately

Instructions:

1. 1
   Open the estimate

   Find your estimate in the Estimates list and click to open it
2. 2
   Click Send for Approval

   This button appears at the top of the estimate details page
3. 3
   Verify client email

   Confirm the email address is correct before sending
4. 4
   Customize email message (optional)

   Add a personal message to accompany the estimate
5. 5
   Send the estimate

   Click Send to deliver the estimate to your client
6. 6
   Track approval status

   Monitor when clients view and approve estimates in real-time