Create Estimate(s): How do I create an estimate?

Create estimates to manage clients. Creating a new estimate is a straightforward process:

a. Create a client

b. Create an estimate

Create a client

1. Go to Clients tab

2. Click “New Client”


3. Fill in the form (email address is the only required field)

4. Click “Save”

Create an Estimate

1. Go to “Estimates”tab

2. Click “New Estimate”

3. Select your client:


4. Add invoice items as required:


5. Click “Save”

You may want to continue and reading on how to turn on your estimate negotiation feature.