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How do I create an estimate?

Build an estimate with line items, discounts, tax, deposits, and templates on web or mobile.

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Written by Taj Shahrani
Updated yesterday

Web: Click Create New > Estimate. Choose blank or template, select the client/property, add line items (from pricebook or custom), apply discounts and tax, set dates, optionally require a deposit, then save or send.

Mobile: Tap + on the Hub > Estimate. Choose blank, template, or new template. Fill in details and save or send.

Templates pre-populate line items and pricing for common services. Select "Use Template" when creating an estimate.

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