Estimates are a vital part of managing client interactions and project proposals, letting you provide detailed cost breakdowns before any work begins. You can create, track, and manage estimates from the Estimates tab, found under the Payments section. This guide covers the key features of the Estimates tab so you can get the most out of it for your business.
Navigate to the Payments tab, then select the Estimates option from the Invoices & Estimates dropdown to begin.
Settings
Adjust the payment, product, reminder settings, and other configurations for your Invoices and Estimates by selecting the Settings option.
New Estimate
The New Estimate button lets you create an estimate from scratch. It walks you through entering details such as items, quantities, pricing, and customer information to generate an estimate.
Overview
The Overview section gives you a summary of all estimates created, displaying key metrics and insights. Use it to quickly assess the status and performance of your estimates at a glance.
Date Range
The Date Range filter lets you specify a timeframe for viewing estimates. Select custom date ranges to narrow down the results, making it easier to analyse estimates for specific periods.
Search
The Search function lets you quickly find specific estimates by entering the name of the customer or quote. It saves you from scrolling through the entire list when you need to locate something specific.
Estimates Table
The Estimates Table displays all estimates in a structured format, giving you an organised view of key information. Use it to identify estimates based on criteria such as date created, status, and customer name.
Quote Name
The Quote Name is the title given to each estimate, acting as a unique identifier. It helps you quickly recognise and differentiate between estimates in your records.
Estimate Number
The Estimate Number is a unique identifier automatically assigned to each estimate for tracking purposes. It makes it easy to reference and organise estimates within the system.
Customer
The Customer field shows the name of the individual the estimate is issued to. This lets you associate each estimate with a specific client, keeping your communication and records tidy.
Issue Date
The Issue Date shows when the estimate was created. It's useful for tracking timelines and making sure you follow up with customers in good time.
Value
The Value field shows the total monetary amount of the estimate. This figure includes all items and services listed, giving customers a clear picture of the projected costs.
Status
The Status shows the current stage of the estimate, such as "Pending," "Accepted," or "Rejected." It helps you manage and track estimates throughout the sales process.
Actions
The Actions menu gives you quick access to various functions for each estimate. You can copy the estimate link, edit the details, or delete the estimate from here.
- Copy Link: Generate and copy a shareable link to the estimate. This makes it easy to send the estimate to customers or team members.
- Clone: Create a copy of the estimate. Useful for quickly replicating estimates for similar projects or clients, saving you the time of building a new one from scratch.
- View History: View the timeline of the estimate; when it was created, viewed, accepted or declined, and invoiced.
- Edit Estimate: Make changes to an existing estimate, including updating items, prices, or customer details, so your estimates stay accurate and relevant.
- Delete: Remove an estimate from the system permanently. Handy for keeping the estimates tab tidy, but exercise caution as this action cannot be undone.
Whether you're creating new estimates, filtering through existing ones, or managing statuses, these tools give you the structure to keep your business organised and responsive.