Build and send an estimate
Create a branded estimate, send it for approval, and convert it to a job in one click.
Estimates let customers approve work before you schedule it. Approved estimates convert straight into jobs.
- 1From a contact or the Estimates page, click New Estimate.
- 2Add line items, optional photos, and notes.
- 3Send it — the customer gets a branded link to review and approve.
- 4When approved, convert it to a job.
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