Steps
1. Go to the CRM dashboard and find the client
Click on CRM in the left navigation menu. Locate the client or project you want to write an estimate for.
CRM dashboard with client list visible
2. Open the client profile
Click on the client or project name to open their profile. You will see their full information including Client Information, Project Information, and Qualifying Questions.
Client profile — Info tab open
3. Click the Estimate tab
At the top of the client profile, click the Estimate tab. A warning pop-up will appear asking:
"Are you sure you want to move this to the estimates dashboard?"
Click Yes to confirm. This moves the project from the CRM into the Estimate feature and assigns it the default status "Need to Write Estimate".
Warning pop-up — Are you sure you want to move this to the estimates dashboard?
Note: Once you click Yes, this project will now appear in your Estimate Dashboard.
What Happens Next
Your project is now in the Estimate feature and ready for pricing. Head to the Estimate Dashboard to find it and start building.
Next step: How to Add Line Items to an Estimate