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Send your first estimate (quick start)

From a blank account to an estimate in your client's inbox in five minutes.

5 min read · 2 parts

1 Create it

  1. Click Estimates → Create new.
  2. Click Select a client and add your client (name, email, phone, address).
  3. Type the Job title — for example "Kitchen faucet replacement".
  4. Add line items: name, description, quantity and unit price.
  5. Click Save.

2 Send it

  1. Click Email, check the message and click Send.
  2. Or copy the client link and send it by text message.

You'll get an email when the client opens and approves it.

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