Creating an Estimate

Creating an Estimate

Create professional estimates for your customers in minutes.

Starting a New Estimate

1. Go to Estimates from the main menu
2. Click New Estimate
3. Select the customer (or create a new one)
4. Select the vehicle

Adding Line Items

Add items to your estimate:

• Labour - Enter description, hours, and rate
• Parts - Enter description, quantity, and unit price

The estimate total is calculated automatically, including VAT if applicable.

Saving & Sending

Click Save to save as a draft, or Send to email the estimate to your customer.