Estimates

Send quotes and get approval online.

Creating an estimate

Click + New Estimate, pick (or create) a member, and add line items — you can pull from your saved Items & Services catalog so pricing stays consistent, or type one-off items.

Sending & approval

Estimates are sent by email with a link to a client-facing page. From there, your client can approve or decline the estimate directly — no login required on their end. You're notified the moment they view it, approve it, or decline it (if you've turned those notifications on in Settings).

Status tracking

Estimates move through: Draft → Sent → Viewed → Approved or Declined. The Estimates list shows totals for value, approved, awaiting response, and declined at a glance.

Converting to a job or invoice

Once approved, you can schedule the work on your Calendar or create an invoice directly from the estimate — no need to re-enter line items.