Estimates > Create New Estimate

The Estimate section is where you view, create, edit and manage all your Estimates.

Adding a new estimate is easy and can be accomplished in a few ways.

Note: A Job must exist or be created before you can create an estimate. 

Also note that more than one estimate can exist for a Job.

Step by Step

then select one of the following estimate buttons

Special Note: Creating New Estimates from saved Templates is a Premium (Paid) Subscription feature.  For more information on the Basic (Free) Version versus Premium (Paid) Subscription features please go here.  For more information on Creating New Estimates from a saved Template please go here.

Suggestion: If you are relatively new to business systems, then first learn how to Manually add Tasks to a New Estimate and also understand Preset Items before learning Saved Templates.  Advanced users can just move to Templates.

Upon selecting , you will see a screen similar to the following

After entering the information, then you can Add Tasks, Add Materials, Add Expenses and Add Notes.

When completed go back to the Estimate Information tab so that you can

Then to leave completely you can