To create a new estimate, select Create New Estimate. Then you will have to select the customer the estimate will be associated with. After selecting the customer, the bill to information will populate with the details you have on file and the option to associate the estimate with a project will appear. The estimated number will automatically fill as the next available number. The tag function allows you to tag the estimate to easily filter through your estimate list and the status is changeable to meet your needs.
Then you can enter in a reference number if desired, assign a sales agent, select a discount type if applicable, and enter in any admin notes as applicable. Then you can select the Add Item drop-down and select the desired item.
This will appear below as a line item, then you can edit the details as you see fit, then hit the checkmark at the end of the line to add the line item to the estimate. If desired you can show the item with a quantity, hours, or a combination of quantity or hours.
Once you have all of your line items added you will see the estimate subtotal, then you can enter in the discount amount as a percentage or fixed amount, and add any adjustments, then you will see the total for the estimate.
At the bottom, you can add in any client notes and note any terms & conditions. Then you can Save or hit the arrow beside save to Save & Send or Save & Send Later.