How to create an estimate

Create an estimate with customer details, parts, labor, pricing, and approval information.

1. Open Estimates

From the main navigation, select Estimates.

Estimates navigation with the estimate area selected — From the main navigation, select Estimates.

2. Create a new estimate

Select Estimate in the page header to open a new estimate.

Estimates page with the Estimate button in the page header — Select Estimate in the page header to open a new estimate.

3. Add estimate details

Choose a customer

Use the Search option to find an existing customer, or the Add option to create one.

New estimate form with a customer search field and estimate details — Search for an existing customer or add a new one.

Customer search results with options to select a customer or add a new one — Select a customer from the search results, or add a new customer.

Add inventory items

Select Add Items to add inventory items to the estimate.

Search inventory if the list has many items.

Add Inventory Items dialog with inventory search results — Search your inventory and select the items to add to the estimate.

When the details are ready, select Create Estimate.

Completed estimate details with the Create Estimate button — Review the estimate details, then select Create Estimate.

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