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Start sending estimates

Did you know the quotes you send to customers through Project 2 Payment can instantly convert to projects with the click of a button? Keep reading for help with creating your first estimate. Please note that some features in quotes and projects are only available if payments are enabled, which requires a merchant account.

Summary of Essential Steps

Create an estimate

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Projects.
  3. If you are in the mobile app or in a web browser on a mobile device, click Actions in the upper right corner.
  4. Click the Create Estimate.
  5. Give your project a unique name.
  6. Use the Select Customer dropdown to locate an existing customers or select Create New Customer to add someone new to your database.
  7. Assign an Employee by using the dropdown to select from your list of users. If you are the only user on the account, this field does not appear.
  8. Go to start date and, if known, enter the date when work would be completed.
  9. If known, add the start and end time or check the box next to all day event. 
  10. The project address automatically pulls in the addresses associated with your customer. If this is not where the work will be done, check the box next to "Address is different than customer address" and enter the location address for the job.

Add items

Begin adding items to show detail for the work to be done.

  1. Click Add Items to begin building your project.
  2. Use Select From Library to add items that already exist in your Item Library and click the Add to Project button. Once added, you can click Edit to customize the item for this project. 
  3. Otherwise, click Create New Item to add something new.
  4. Review the list of items, quantities, and dollar amounts making sure to add start dates and adjust quantities as necessary. 
  5. Click Next Step to proceed to the next page or click Save as Draft to save and come back later.

Down payment (requires a merchant account)

  1. Go to Down Payment.
  2. Change the toggle to Yes.
  3. Enter a percentage or dollar amount for the deposit requirement. Entering one will automatically populate the other. The down payment requirement, dollar amount, and percentage are confirmed in the email to your customer.
  4. Select a collection method for the down payment. Send For Payment adds a payment page link in the confirmation email so your customer can submit a payment online. Take Payment Now allows you to enter the payment using a saved payment method (requires customer authorization). Select Record Cash/Check/Other Payment if you will be collecting payment outside of Project to Payment.

Send to your customer

  1. Message to Customer is an optional field that appears on the project confirmation page. This is very useful if there are important details to communicate to your customer.
  2. Make corrections to the customer's email address. Use + Add Email if anyone else should receive copies of emails about the project.
  3. Click Create Estimate to finalize the project and send a copy to your customer or click Save as Draft to save and come back later. 

Customer approval

Your customer will receive and review the estimate. If there are questions or changes are needed, your customer should reach out to you to discuss.

If you need to make any changes to an estimate, it is easy to update the estimate and resend.

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Project.
  3. Go to Project Estimates at the top of the page.
  4. Click the magnifying glass to view details.
  5. Use the edit icon at the top of the page to edit the project name. 
  6. Make the necessary changes.
  7. Scroll down to the bottom of the page and hit the Update Estimate button to save your changes.
  8. Click Resend for Approval in the upper left corner of the page. If you are in the mobile app or in a web browser on a mobile device, click the two lines in the upper right corner for a dropdown menu and select Resend for Approval.

If a down payment is required, the estimate includes a payment form. Your customer can select a saved payment method or enter a new payment method. One button submits the payment and approves the estimate. If no down payment is required, the customer must view the estimate and click the button to approve it. If you receive verbal or written approval from your customer, you can manually approve the estimate on their behalf.

Approving an estimate automatically converts the estimate to a project and moves it over to the Active Projects tab. You will receive an email notification letting you know the project has been approved.