Create a single-price estimate

Create a single-price estimate

Audience: Owner, Office admin
Plan: All
Platform: All
Time to complete: ~10 minutes

Overview

Build a straightforward estimate with one primary price or a simple line structure for a customer and property.

Before you begin

  • Customer and property exist.
  • Services in your catalog help pre-fill pricing (optional).

Steps

  1. Go to Estimates → New Estimate.
  2. Select customer and property.
  3. Choose estimate type Standard / single-price if prompted.
  4. Add line items or enter the total price per your workflow.
  5. Set tax, terms, and expiration if shown.
  6. Save the estimate.

Verify it worked

The estimate appears in Estimates with status Draft or Sent depending on your next action.

Related articles

  • create-multi-line-estimate
  • send-estimate-for-approval
  • first-estimate-walkthrough

Still need help?

Use Submit a request on the customer portal to open a support ticket, or email [email protected].

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