Create your first estimate end-to-end

Create your first estimate end-to-end

Audience: Owner
Plan: All
Platform: Web
Time to complete: ~15 minutes

Overview

Walk through the full flow: customer, property, estimate, send, and optional job—typical for new accounts.

Before you begin

• Onboarding checklist started or complete.
• At least one service in your catalog (optional but helpful).

Steps

1. Create a customer under Customers → New Customer.
2. Add a property on the customer’s Properties tab.
3. Go to Estimates → New Estimate, select the customer and property.
4. Add line items or a single price; save as Draft.
5. Send the estimate by email (or copy the portal link).
6. After approval, Schedule a job from the estimate if offered.
7. Later, Create an invoice from the completed job.

Verify it worked

Estimate shows Sent or Approved; job and invoice links exist if you created them.

Related articles

• Create a single-price estimate
• Send an estimate to a customer for approval
• Connect your Stripe account for customer payments

Still need help?

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