How to Create an Estimate

Estimates help you quote a job before charging. Follow these steps:

1. Goes to the Estimate tab: 
2. Tap the button Create Estimate.
3. Choose or create the client for this estimate.
4. Add items, just like an invoice.
5. Add taxes, discounts, currency, or notes instructions if needed.
6. Tap Save.

Note: You can easily convert this estimate into an invoice later with one tap.