Estimates is a way to send a lead or a customer an estimate of how much a certain service will cost. It will allow you to send PDF estimates with pricing, descriptions, discounts, notes, and terms to potential and existing customers. You can send estimates to both leads and customers and track the estimate status.

Before you create and send estimates, let's do a little setup to make it easier for you.

Step 1. Go to Inventory->Products to enable products for estimates.

Step 2. Go to Settings->Types->Service Types to enable services for estimates.

Your description and pricing will auto-populate when you select this service when creating an estimate.

Step 3. Create an estimate.

Now that you have products and services enabled for you estimates, you can now create and send estimates to your leads and customers.

Go to customer service info and on the right-hand navigation, you'll see a tab for Estimates. This section will enable you to create and send estimates to this individual customer.

Click on "+ New Estimate".

Fill out the estimate editor page.

Go to Leads->View All->Click on a Lead

Go to Reports->Estimate Report

Once you create an estimate, you can click on the Action button to send it to your customer or lead.

Create an estimate template to make sending estimate emails quick and easy.

Your attached estimate PDF will look similar to this, except it will have your logo and company information on the top left.

Let us know if you have any questions creating and sending estimates to your leads and we hope this will help you win more business!