How to Create and Send Professional Estimates
Create and deliver professional quotes to customers in Local Business Pro with line items, pricing, and terms.
Quick Answer: Go to Operations > Estimates, click 'Add an Estimate', select the customer, add line items from your offerings, set pricing and terms, then click Send to deliver via email or SMS.
Step-by-Step Guide
- Navigate to Operations > Estimates
- Click Add an Estimate
- Search for and select the customer (or create new)
- Add a descriptive title (e.g., 'Kitchen Remodel Quote')
- Click Add Line Item to add services from your offerings
- Adjust quantities and prices as needed
- Add any notes or terms
- Set an expiration date
- Preview the estimate
- Click Send to Customer via email, SMS, or both
Estimate Best Practices
- Send quickly - Faster estimates have higher approval rates
- Be specific - Detailed line items build trust
- Include terms - Payment terms, warranty info, scope limitations
- Set reasonable expiration - 30 days is typical
- Add a personal note - Personal touch increases conversions
Frequently Asked Questions
Q: Can I save estimates as drafts?
A: Yes, save without sending and it stays in Draft status until you're ready.
Q: Can customers approve estimates online?
A: Yes, customers can view and approve directly from the estimate link.
Bizzy Can Do This For You
Instead of doing this manually, just tell Bizzy:
"Help me create an estimate"Or navigate to: Operations > Estimates
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Last updated: February 1, 2025