Estimates
Build, send, and track customer estimates.
- Build an estimate with AI Estimate BuilderDescribe a job or attach an existing Excel, CSV, or PDF estimate to build an editable draft.
- Create an estimateLearn how to create and send an estimate in Dave.
- Send an estimateSend a finished estimate to your customer from Dave.
- Convert an estimate to an invoiceTurn an accepted estimate into an invoice in Dave.
- Reuse an estimate as a templateSave repeat work as a starting point, then tailor it to the next job.
- Review estimate versions and approvalsFind the current estimate and confirm what your client approved.
- Turn an existing spreadsheet into an estimate or invoiceBring an Excel or CSV file into Dave AI and recreate it as an editable draft.