Estimates
Quote work, invoice, get paid
3 articles · part of Estimates & invoices
- What to do after the customer decidesOnce an estimate is Accepted, turn it into a job or an invoice. If it is Declined or Expired, revise or extend it. Nothing happens on its own: an accepted estimate creates no job, invoice or calendar entry until you ask.
- Create an estimateAn estimate is a priced offer: a customer, line items and a valid-until date. Every new estimate starts as a Draft and stays fully editable until you send it.
- Send an estimate and follow it to a decisionAn estimate starts as a draft, goes out to the customer by email, and ends in a decision: accepted, declined, or expired if nobody answered in time.
