Estimates
Quote a job before you invoice it, then convert accepted estimates into invoices.
Who it's for
Sales teams and contractors who quote work before billing it
Key benefits
- Send a formal quote before committing to an invoice
- One-click conversion from accepted estimate to invoice
- Keeps quoting history separate from your books
Overview
Estimates let you propose pricing to a customer without it touching your books as revenue. Once a customer accepts, convert the estimate straight into an invoice with the line items already filled in - no re-typing the job.
Related features
See how Estimates fits into a plan on pricing, or how Count My Bucks compares to QuickBooks.