Estimates

Build and refine Job estimates before work begins. Plan tasks, costs, and pricing clearly before activating or billing a job.

The Estimates tab allows you to build, review, and refine Job estimates before work begins or as scope evolves.

1

Navigating to Estimates

• Open a Job.

• Select the Estimates tab.

2

Creating an Estimate

• Click the + New Estimate button.

• Add a relevant Cost Estimate Name.

• Select a future Valid Until date.

• Select an option from the Payment Terms dropdown.

• If applicable, edit the Estimate Description.

Estimate descriptions automatically pull through from the Job Description.

• Select the applicable Groups, Tasks or Costs to be added to the Estimate.

• Click the Generate Estimate button.

Once an Estimate has been created, the only editable fields are the Estimate Name, Valid Until date, Payment Terms and Description.

• Options to download or delete the Estimate are visible when hovering over it.

• When viewing a created Estimate, Tasks can be activated by clicking the Activate Tasks button.

Using Estimates Effectively

• Keep Estimates separate from active work.

• Use them for:

  • Client approvals

  • Internal forecasting

  • Scope comparisons

• If the Job Costing is updated, create a new Estimate for client approval.