New Estimate

Choose or create the Client, Project, and Task, then start the estimate.

Estimates
Creating Client › Project › Task
1

Client

Select an existing customer or create a new one.

Contact & address details
2

Project

Choose an existing site/project for this Client or create a new one.

Project / Job Site Address
Use the Client address for homeowner work, or uncheck this for a GC/client whose project is at a different location.
Additional project details
3

Task

Select the existing job/task or create the work item this estimate belongs to.

Task note
4

Estimate

Set the estimate header. You can change pricing settings later inside Estimate Edit.

An Estimate Template creates normal editable Groups, Scopes, Kits and Materials. Nothing stays linked to the template afterward.
If Estimate Name is left blank, the Task Name is used automatically.
Current simple labor sell rate. More detailed labor classes can be added later.
Proposal notes
Ready to build the estimate Complete Client, Project, and Task above.
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