Estimate Overview

Managing Estimates – Precision at Every Click

The Estimate section transforms cost planning into a smart, effortless experience. No more endless spreadsheets or manual math—just quick, accurate estimates that help you stay ahead. Every detail here works toward one goal: delivering clarity and confidence to your clients.

What You Can Do Here

Send Estimates

Share polished, client-ready estimates instantly. Each one is formatted to look professional and build trust right from the start.

Save Drafts

Not done yet? Save your work as a draft and pick up right where you left off—no pressure, no data loss.

Analyze Performance

Gain valuable insights with built-in analytics. See how your estimates perform, what gets approved faster, and where you can improve.

How to Get There

1. Open the Client Menu from the sidebar.
2. Choose the project you want to prepare an estimate for.
3. Click the Estimate Menu card inside the workspace, and you’re ready to go. 

Inside the Estimate Page

Here’s what you’ll find inside your Estimate workspace:

• A structured table showing all your estimates in one view.
• Quick actions to edit, send, or create new estimates effortlessly.
• Built-in analytics for real-time insights into your estimating performance.

Viewing Estimates (or Starting Fresh)

If estimates already exist: You’ll see them neatly listed with key details—status, amount, and client info—making tracking simple.

If you’re just getting started: A clean, welcoming screen invites you to create your first estimate—quick, intuitive, and ready to go.

Pro Tip

Your estimates are your first impression—make them sharp, clear, and professional. A well-crafted estimate doesn’t just show numbers; it builds trust before the project even begins.

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