Price an Estimate With Tasks, Fees, and Units Mix hourly tasks, flat fees, and per-unit lines so your quote reflects how you really charge. Estimates Line Items Pricing

Set a Default Deposit Percentage for New Estimates Decide your standard deposit once so it's pre-filled on every estimate you build. Deposits Estimates Setup

How a client approves an estimate From the portal a client opens an estimate, reviews it, and approves or denies it in one click, updating the status on your side. Estimates Portal

Collect a deposit on an estimate Set a deposit percentage on an estimate, then collect it online through the portal or record it by hand to start the work paid. Deposits Estimates Payments

Read your win/loss report Use the approval-rate card under Reports to see how often your estimates win, with a per-client breakdown. Estimates Reporting

Convert an approved estimate Turn an approved estimate into an invoice to bill, a project to start work, or checklist goals from its line items. Estimates Invoices Projects

Send and track an estimate Submit an estimate to your client and watch its status move from submitted to opened, viewed, and approved or denied. Estimates Portal

Set a validity window so quotes don’t linger Give an estimate a "Valid until" date so it flags as expiring soon and then expired while it waits for a decision. Estimates

Pick an estimate template style Choose how your estimates look from six built-in styles, set a workspace default, and override it per estimate. Branding Estimates

How to create an estimate Build a line-item estimate with tasks, units, discounts, and a deposit — then send it for approval. Billing Estimates