Create and send an estimate

The estimate is built from the job’s rooms, products and labour, so once the job is priced you check it and send it.

Send the estimate from a job

1. Open the job. When it is ready to quote, the bar at the bottom shows Send estimate. You can also tap Documents and then Estimate.
2. The Estimate Preview opens. Pinch to zoom and check the rooms, prices and totals.
3. Check the Issue Date and Expiry Date at the top.
4. Tap Send. The estimate is saved with its number and the email opens.
5. Check who it goes to, the Subject and the Message, then tap Send estimate.

The email has the PDF attached and a View your estimate button. That opens a private page where the customer can accept, decline or ask a question. See What your customer sees on the online estimate.

Ask for a deposit

On the job, go to Payments & deposits and tap Add beside Deposit. Choose Fixed amount or Percentage. The job’s estimates then ask the customer for this deposit.

An estimate without a job

1. Go to Estimates. On a phone it is a tab at the top of Payments.
2. Tap New Estimate and fill in the customer, the items and the totals.
3. Tick Optional item on any extra the customer can choose. It stays out of the total, and the customer can add it when they accept online.
4. Tap Save Estimate, then send it from its ⋯ menu.

Good to know

• If the job already has a saved estimate, you’re asked to Overwrite it or Save as New. A new one is handy for giving the customer a second option.
• Once an estimate has been turned into an invoice it can’t be changed. Your changes are saved as a new estimate instead.
• If the customer says yes on the phone or in person, open the estimate’s ⋯ menu on the Estimates list and tap Customer accepted or Customer declined.
• With Follow up estimates switched on in Settings › Emails, the customer gets one reminder email 5 days after sending if they haven’t opened or answered it.
• With no signal, the email is queued and goes when you’re back online.