Create and send an estimate
Offer up to three choices, add an optional deposit, and share the private link.
An estimate tells the customer what work will cost and can offer one, two, or three choices.
- Select New, then Estimate, or open Sales, then Estimates.
- Choose the customer and optionally attach a job.
- Add a title, work lines, and prices.
- Add a second or third named option when useful.
- Add an optional deposit and an expiration period.
- Create the draft. The customer cannot see a draft.
- Share or email the estimate link when it is ready.
The customer can approve one option or decline. If no job was attached, approval can create one. Optional follow-up texts send two and five days after sharing and stop after approval or decline. Revoke the link when it should no longer work.