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Create and send an estimate

Write an estimate and email it to your customer.

Updated 10-22-2026
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Create an estimate on a computerOn the web

  1. Open Estimates and click New estimate.
  2. Pick a customer, or choose Add new customer.
  3. Click Add item for each line of work or materials.
  4. Click Save draft to finish later, or Review and send to check it over.
  5. Under Delivery, choose Email, then click Send estimate.
A new estimate preview for Test Customer A with Labor and Materials lines and a $460.00 total.

Create an estimate on a phoneOn your phone

  1. Tap the round create button, then Estimate.
  2. Add the customer and items, then tap Review and send.

Open Estimates in PlanBill

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