How do I create my first estimate?

To start estimating, you'll first need to create a project, enter in some basic project information, and then click Add and estimate.

Step by step process

1. Click Projects at the left side of the top navigation bar.

2. Click the Add Project button in the top right. 

3. Enter basic project details:

   • Client (you can add a new client or select a test client)

   • Project address (the project name defaults to the address but can be edited)

      

4. Click the Add and estimate button.

If you accidentally click the Add button instead or need to come back to start the estimate later, follow these steps:

• Open the project record.
• Navigate to the Estimates tab on the left
• Click the Create estimate button