Estimates
All estimate-specific articles
- Estimates: an overviewWhere estimates live, how to start one, what is in the editor, and the ways your client can choose.
- How to configure the client view on an estimateHow to control what your client sees when they open their estimate -- pricing, specifications, and approval settings.
- How to download and customize a PDFDownload an estimate, invoice, retainer or purchase order as a PDF, change what it shows for one download, and set your studio’s PDF defaults.
- How to choose what your client sees on an estimateChoose the pricing your client sees, what shows on their page, and how they approve.
- Pricing, fees and the footer on an estimatePrice each line, set fees on the whole estimate, ask for a deposit, and read the footer.
- How to send an estimate to a clientCheck what your client will see, let Walter check the math, and send it, with an owner’s sign-off first if your studio wants one.
- How your client reviews and approves an estimateWhat your client sees, how they approve, revise or decline each item and sign, and what you do after they answer.
- From estimate to invoice and purchase ordersTurn an approved estimate into an invoice and purchase orders, and how the documents stay linked.
- Deposits on an estimateAsk for a deposit when your client approves, let them pay it online, record one paid another way, and how it moves to the invoice.
- Sections, sub-items and views on an estimate or invoiceOrganize a long estimate or invoice: sections, grouping by room or category, sub-items under a piece, and three views.
- Document numberingHow estimates, invoices, retainers, change orders and purchase orders are numbered, and where to set your studio code.
- Reminders, expired and void estimatesNudge your client, record an answer they gave by phone, reopen an estimate, extend one that expired, or void one nobody answered.