Estimates & Quotes

Create professional estimates and convert accepted quotes to invoices.

Creating an Estimate

1. Go to Estimates in the sidebar
2. Click Create Estimate
3. Select the Customer
4. Set Estimate Date and Expiry Date
5. Add line items (see below)
6. Review totals
7. Click Save (draft) or Save & Send

Line Items

Add products or services to your estimate:

• Description: What you're quoting for
• Quantity: Number of units
• Rate: Price per unit
• Amount: Auto-calculated (Qty x Rate)
• Account: Income account (used when converted to invoice)

Sending Estimates

Email estimates directly to customers:

1. Open the estimate
2. Click Send Estimate
3. Review the email preview
4. Click Send

The estimate will be emailed as a PDF attachment.

Estimate Status

Converting to Invoice

When a customer accepts your estimate, convert it to an invoice with one click:

1. Open the accepted estimate
2. Click Convert to Invoice
3. Review the invoice details (all line items transfer automatically)
4. Adjust dates or terms if needed
5. Save the invoice

Payment Schedule (Draws / Milestones)

For projects billed in phases, you can attach a payment schedule to any estimate. This is ideal for contractors, builders, consultants, and any work delivered in stages.

Adding a Payment Schedule

1. When creating or editing an estimate, check Payment Schedule (Draws / Milestones) at the bottom of the form
2. Click + Add Draw to add payment milestones
3. For each draw, enter:
   • Description: Name of the milestone (e.g., "Foundation Complete")
   • Amount: Payment amount for this draw
   • Due Date: When payment is expected (optional)
   • Condition: A milestone trigger instead of a date (e.g., "Upon completion")
4. Use Split Evenly to divide the total equally across all draws
5. Use Auto-fill Remaining to assign the balance to the last draw

Converting to Invoice

When you convert an estimate with a payment schedule to an invoice, the entire schedule carries over automatically. Each draw's status, amount, and due date are preserved on the invoice.

Editing & Deleting Estimates

• Draft estimates: Can be freely edited or deleted
• Sent estimates: Can be edited (sends update notification to customer)
• Converted estimates: Cannot be deleted (void the linked invoice instead)

Estimate Reports

Track your quoting performance:

• Pending Estimates: All estimates awaiting customer response
• Total Value: Sum of all pending estimate amounts
• Acceptance Rate: Percentage of estimates that convert to invoices
• Estimates by Customer: Filter to see quotes for specific customers