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Getting Started

  • Add a Dashboard Widget

Contacts & Customers

  • Add a Contact
  • Send a Request for Proposal to a Subcontractor

Jobs, Tasks & Scheduling

  • Create a Job
  • Create a Schedule Entry
  • Create an Estimate from a Job
  • Create an Invoice from a Job
  • Edit a Task
  • Manage Team Availability
  • View Declined Jobs

Estimates, Invoices & Change Orders

  • Approve a Change Order (Client View)
  • Build and Edit an Estimate
  • Create a Change Order
  • Create a New Estimate
  • Create an Invoice
  • Create an Invoice with the Wizard
  • Edit a Change Order
  • View the Estimate Linked to an Invoice

Warranties & Reports

  • Create a Custom Warranty
  • Export a Report to CSV
  • Generate a Discover Report
  • Set the Standard Warranty

Settings & Templates

  • Add a Cost to the Cost Library
  • Add an SDK Site

Create a New Estimate

Create a New Estimate

Open the Estimates page. Wait for the Estimates page to finish loading. Click New Estimate to start a new estimate.

Watch the demo (13 seconds)

Read transcript · Download captions

Overview

Open the Estimates page. Wait for the Estimates page to finish loading. Click New Estimate to start a new estimate. Give the new estimate dialog a moment to open.

Steps: 6 · Time to complete: ~13 seconds · Difficulty: medium

Prerequisites

  • Access to the Create a New Estimate feature.

Steps

Step 1 — Navigate to /estimates · 0:00

Open the Estimates page.

Step 1: Open the Estimates page.

▶ Watch this step · Try it →

Step 2 — Wait for role=button[name="New Estimate"] · 0:02

Wait for the Estimates page to finish loading.

▶ Watch this step · Try it →

Step 3 — Screenshot: estimates_list · 0:00

Screenshot: estimates_list.

Screenshot: estimates_list

▶ Watch this step

Step 4 — Click role=button[name="New Estimate"] · 0:05

Click New Estimate to start a new estimate.

Click 'New Estimate' to begin

▶ Watch this step · Try it →

Step 5 — Pause 800ms · 0:08

Give the new estimate dialog a moment to open.

▶ Watch this step

Step 6 — Screenshot: new_estimate_dialog · 0:00

Screenshot: new_estimate_dialog.

Screenshot: new_estimate_dialog

▶ Watch this step

Expected outcome

Give the new estimate dialog a moment to open.

Assets

  • 📹 Full video — 13 seconds
  • 📝 Plain transcript
  • 🎬 Captions (WebVTT)
  • 🖼️ Thumbnail
On the blog
Estimates: a faster start to every deal
We're shipping a dedicated flow for creating estimates, so quoting a customer feels less like data entry and more like the first step of a deal.
Read the post →