Tap on the Estimates icon located in the menu at the bottom of the screen.

Tap the Create New Estimate button in the center on the screen.

A new estimate template will appear, ready for customization.

Tap on the Add Client button.

You can select an existing client from your client list or add a new client by tapping the Add Client button at the bottom of the screen.

Fill in the client's details such as name, email, phone number, and address. Once done, tap Save to add the client to the estimate.

Tap on the Add Item button.

You can select an existing item from your item list or add a new item by tapping the Add Item button at the bottom of the screen.

Fill in the item details such as name, description, price, and quantity. You can also add tax information if applicable. Once done, tap Save to add the item to the estimate.

Tap on the estimate header to edit fields such as estimate number, date of issue, and expiration date.

You can also add a purchase order (PO) number and a headline if needed.

There is a Convert to Quote toggle as well.

To add a discount, tap the Discount button located above the tax section. You can choose to apply a percentage or a fixed amount discount.

To add taxes, tap on the tax section. You can apply tax per item or on the total estimate amount. Ensure you have configured your tax settings in the app.

Scroll to the bottom of the estimate to add any notes or payment instructions for your client.

You can add images to the estimate by tapping on the Add Image button and selecting images from your gallery or taking a new photo.