Create an estimate

Create an estimate when you want to send pricing to a customer before starting work.

Steps

1. Open the project and go to the Estimate tab, or select Create Estimate from the project menu.
2. Start from scratch or choose a template.
3. Add categories and line items for the work and materials. Check descriptions, quantities, unit prices, tax treatment, and any discounts. Search your pricebook for repeat items.
4. Review the scope, total, client, contract details, and any deposit. Keep it as a draft while you’re still checking the work; choose Review & Send when it is ready.
5. Confirm the recipients, delivery method, and message, then select Send Estimate. If Finish these first appears, complete the listed requirements and review again.

What happens next

After the estimate is sent, Dave helps you track its status. Once the customer accepts it, you can turn it into an invoice.

Watch a demo

See how to build estimates with Dave: