Estimates
Quote work, invoice, get paid
15 articles · part of Estimates, invoices and payments
- Add line items to an estimatePress Add line item under Line items, or pull saved items from your price book. Nothing reaches the customer until you send the estimate.
- What to do after the customer decidesIf the customer approved, turn the estimate into a job. If they declined, asked for changes, or never answered, pick the guide below.
- Can I change an estimate after sending it?Yes, but only its wording and dates. To change line items, pricing, tax, customer or address, create a revision and send it.
- Create an estimateTo write a new estimate, start it, add its line items, then save it. To change one already sent, see Can I change an estimate after sending it?
- Why does my estimate say Expired?Its valid-until date passed before the customer decided, so they can no longer approve it. Extend the date and resend it, record a late decision, or send a revision.
- Finish and save an estimateSet when the offer expires, add notes, then save. The estimate saves as a Draft, and nothing is sent to the customer.
- Get the signed copy of an accepted estimatePress Signed PDF on the accepted estimate for a copy of what the customer agreed to, with their signature. It exists only when the customer approved and signed on their own estimate page.
- Respond when a customer asks for changesMake the change, send the new version, then mark the request addressed. Marking it addressed clears the note and emails nobody.
- Schedule a visit to price the workBook an on-site visit to price the work under Estimate visit on the estimate. It appears on the calendar, and the customer is not emailed.
- Why did my customer decline the estimate?The reason is in the estimate's timeline, under Estimate marked as declined. To try again, create a revision with new pricing.
- Send an estimate and follow it to a decisionTo email an estimate, send it to the customer. To read where it stands, see What do the estimate statuses mean?
- Send an estimate to a customerPress Send estimate on the estimate, check the email, then press Send email. The customer gets a link to read, approve and sign it.
- Start a new estimatePress New Estimate on the web Estimates page, or tap New estimate under Estimates on the app's Work tab. The customer can't change once the estimate exists, so pick it with care.
- Turn an accepted estimate into a jobPress Create job on the accepted estimate on the web, or tap Convert to job in the Zaras app. The job gets the customer, address and line items, including the add-ons they chose.
- What do the estimate statuses mean?An estimate is a Draft until you send it, then Sent while the customer decides. It ends Accepted, Declined or Expired, and a replaced one reads Superseded.