Every estimate must be connected to a client. When you click Create New Estimate, a client selection panel opens automatically where you can find an existing client or add a new one on the spot.
Select or Create Client Panel
If the client already exists
Type the client's name in the search field
Select the correct client from the list
Search field in client panel
If the client does not exist yet
Click Create New Client
Fill out the required client information
Save the client to continue
Create New Client option
Once the client is selected or created, the estimate is linked and ready for you to start adding line items.
Next step: How to Create a New Estimate