Create a New Estimate

To access the Settings page of a staff member: 

1. Start in your dashboard and navigate to Payments > Estimates. 

2. Click the New button at the top of the page and select Estimate from the dropdown. 

3. The client picker will appear. Select the client you need to send the estimate to (add a new client if needed). 

4. The estimate builder will appear. 

5. Complete your Estimate based on the Services and costs related.

6. Request a client’s signature on acceptance of the Estimate by simply checking the Client signature checkbox.