Estimates

Create, send, and track professional estimates that win you more jobs, with optional line items, deposits, and one-click invoice conversion.

Start here

Create and Send an Estimate ManuallyBuild an estimate with line items from your price book, send it by email, and let your client approve and sign it online.Video, 2:38 Financial Settings: defaults, numbering, tipsConfigure everything your money documents inherit: default notes and terms, estimate validity, document numbering, tip options, and Interac e-Transfer matching.2 min read

Everyday tasks

Convert an Estimate Into an InvoiceTurn an estimate into an invoice in one click, with line items, taxes, deposit settings, and the PO number carried over automatically.Video, 0:52 How to require a deposit on an estimateRequire a percentage or fixed deposit on an estimate, and collect it online the moment your client approves. How deposits carry to the invoice.2 min read What your client sees when you send an estimateThe client approval experience from the other side, the email, the estimate page, optional items, the signature step, and what you see back in WorkZen.2 min read

Go further

Control what invoices and estimates show clientsChoose exactly what appears on each line of your client-facing documents, photos, descriptions, item codes, quantities, and even whether per-item prices show.1 min read Optional line items: clients build the estimateMark estimate line items as optional so clients can toggle them on the approval page, watch totals update live, and approve exactly what they want.2 min read

Fix a problem

My client can't open the estimate or invoiceWhen a document link shows Not Found or won't act, the cause is usually an archived document, a truncated link, or an expired estimate. Fixes for each.2 min read

Explore other topics

Getting Started Leads Clients & Properties Jobs & Scheduling Invoices & Payments Expenses Catalogs & Pricing Team & Permissions Phone & AI Receptionist Messaging Reports Integrations Account & Billing