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Create an estimate

What this does

Section titled “What this does”

Starts a new estimate (quote) for a customer, ready for you to add lines and send.

Before you start

Section titled “Before you start”
  • You need permission to create estimates (owners, admins, managers and staff by default).
  • Set up the time rates and products and services you’ll quote with. You can also type one-off charges as you go.

Steps

Section titled “Steps”
  1. Click Estimates in the left menu, then New estimate (top right).
  2. Fill in the New estimate form:
    • Estimate for: Customer (most of the time) or Company project (internal work).
    • Description (optional): a short label so you can find it later, for example “Kitchen remodel, initial quote”. Only you see this.
    • Currency: CAD or USD. Every line must be in this currency. See Currencies.
    • Start from a template (optional): pick a template to copy its lines in, or leave Blank estimate. See Estimate templates.
    • Customer: Existing customer (start typing the name and pick it) or New customer (create one here).

The New estimate form

  1. Once a customer is chosen, Project appears: No project, Existing project or New project. Linking a project keeps everything for that job together.

The form filled in, with Project showing

  1. Click Create estimate.

What happens next

Section titled “What happens next”

The estimate opens with its number (for example EST-00026), the label Draft and its currency. It has no lines yet: “No line items yet. Add one below.”

A new, empty draft estimate

From here you can:

  • Add line item: see Add lines to an estimate.
  • Add discount: see Add a discount.
  • Change the Project, or click the pencil to edit the description.
  • Files: attach drawings, photos or documents to the estimate.

You can also start an estimate from a customer’s page, on their Estimates tab.

If something goes wrong

Section titled “If something goes wrong”
  • Create estimate is greyed out: choose a customer (or a company project) first.
  • A customer is missing from the list: they may be archived. Restore them first, see Archive a customer.
  • I can’t add an item, it says it’s priced in another currency: the estimate’s currency doesn’t match the item. See Currencies.
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