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Estimates

Send an estimate, get it accepted, and turn it into an invoice.

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  • Help home
  • Getting started3
  • Customers2
  • Estimates3
    • Create and send an estimate
    • Ask for a deposit on an estimate
    • Turn an accepted estimate into an invoice
  • Invoices4
  • Payments & Stripe3
  • Calendar & calendar links3
  • Routes & Mileage3
  • Time import1
  • Hundo3
  • Settings & team4
Browse topics
  • Help home
  • Getting started3
  • Customers2
  • Estimates3
    • Create and send an estimate
    • Ask for a deposit on an estimate
    • Turn an accepted estimate into an invoice
  • Invoices4
  • Payments & Stripe3
  • Calendar & calendar links3
  • Routes & Mileage3
  • Time import1
  • Hundo3
  • Settings & team4

3 guides

Open Estimates
  • Create and send an estimateWrite an estimate and email it to your customer.Updated 10-22-2026
  • Ask for a deposit on an estimateCollect part of the job up front before you start.Updated 10-22-2026
  • Turn an accepted estimate into an invoiceMark the estimate accepted and create the invoice from it.Updated 10-22-2026
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