Estimates
- Change an estimate after it's issued or signed Fix an issued estimate before the client approves it, and what to do instead once it's approved, because a signed estimate can't be edited. Extra work goes on a new estimate.
- Create and send an estimate Build an estimate with line items and an optional deposit, issue it so it gets its number, then email it or text the link from your own phone.
- From estimate to invoice and job Convert an approved estimate into an invoice that counts the deposit, and link the estimate to a job, either one you have or a new one.
- How clients approve an estimate Clients sign an estimate online with a code sent to their email, or in person on your screen. See what signing creates, including the deposit invoice, and how to record an approval or a decline yourself.