Send an estimate

Price the work and get the customer’s approval.

1. Open the job and tap Estimate.
2. Add lines from your price book, or type your own, with quantities.
3. Giving a discount? Tap Add a discount, choose a percent or an amount, and say why if you like. It shows as its own line.
4. Tap Send estimate. The customer gets it by email and in their app.
5. They accept or decline in the app or from the email link, and you get a notification.

Tip: A bigger job? Once the estimate is sent, write a contract from it. See Write a contract.