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New Estimate

Begins a new estimate.

Bilandra Chase avatar
Written by Bilandra Chase
Updated over 3 years ago

Shortcut: Alt + N

Tool Bar Icon:

Or under the Main Menu > File Menu > click:

You’ll be asked to give the estimate a file name. The name of the owner (such as Smith Job) or the street name (such as Main Street Project) make good file names. Each new estimate remains in a secure file on the Web until you change the name or delete that estimate.

The new estimate will open with the estimate name in bold at the top of the page and a row of column titles under the estimate name. Anything you type will appear at the top of the estimate after the blinking cursor.

Tips:

  • The file name you assign to any estimate will appear on printed estimates, bids and invoices.

  • Column headings show cost categories in your estimate.



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