Help category
Estimates and catalog
Configure products and services, build estimates, send customer links, and manage revisions.
10 guides
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Configure estimate numbering, defaults, and user access
Company administrators configure estimate defaults in Company Settings and grant either Estimate Admin or Estimate Read Only access. Creation requires manage access; read-only access does not permit editing or sending.
Read the guideBuild an estimate with items, quantities, taxes, and options
Start with the correct customer and project, then add priced lines and review every quantity, option, adjustment, tax, and total before issuing the estimate.
Read the guideSend an estimate and manage the customer link
Sending issues the current revision and creates a customer link. Confirm the recipient and document first; resending reuses the intended issued revision, while Revoke Link disables the active public link.
Read the guideUnderstand estimate decisions, statuses, and revisions
Estimate status describes the customer decision and document lifecycle. Issued revisions are permanent snapshots; create a new revision when scope or pricing changes instead of replacing the document the customer reviewed.
Read the guideAdd deposits and progress payments to an estimate
A payment schedule divides the estimate into deposit or progress milestones. Verify the amounts, triggers, and automation options before approval because live schedule changes can affect linked invoices.
Read the guideSet up products, services, categories, and suppliers for consistent pricing
Create reusable catalog records with the pricing, tax, supplier, and category data needed downstream. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideCreate catalog bundles without losing cost and price detail
Combine products/services into a reusable offering and understand how component updates affect new documents. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideConfigure cost codes for time, expenses, and QuickBooks
Build a valid cost-code list, require it only where intended, and keep accounting mappings aligned. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideChoose what customers see on an estimate PDF
Produce a customer-ready estimate with intentional terms, options, cover, images, and attachments. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideCreate an invoice from an estimate without duplicating work
Choose the correct estimate/revision or schedule entries and bring supported lines into an invoice once. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
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