You can create an estimate by selecting the New Estimate button and following the prompts once you are directed to the page. Remember to title your estimate like, “Job 1”. You can add in your line items here along with your desired parts. When filling out your line or part items, you’ll see a drop-down menu showing your pre-existing items that have been imported from QuickBooks or added yourself. You can select one of these or even new ones! From there, select the Send estimate button. Your estimate will be sent to your customer where they can view it and approve. Once this is approved, you will be notified via email and a push notification.
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