Skip to main content

Creating estimates

Impress customers with a formal quote in their inbox that you can track in Project 2 Payment. All estimates are scheduled as one-time occurrences. Once approved, it will instantly convert to a project. Estimates for recurring projects is on the roadmap for a future release.

In This Article

Building estimates

Here is what you will need to create an estimate.

  • A unique project name.
  • Customer name and email address.
  • Project address.
  • Project dates (optional).
  • List of items for the work detail section.

Tips for adding work detail

Use items from your item library to add work detail and pricing. If existing items are close enough, add them anyway instead of creating a new item. You can edit items on the project without updating the library.

Down payments

Down payments are optional. If you are going to require a down payment to schedule the project, you can set a percentage of the project total or a fixed dollar amount.  

Send for review

As soon as you create the estimate, an email is sent to your customer with a link to view the project. If any changes are requested, you can edit the estimate and resend as many times as is necessary. See Estimate approvals for more information about the approval process.