How-To GuideBeginner8 min readIncludes video

Creating Professional Estimates

Build detailed estimates that win jobs and convert to invoices seamlessly.

A well-crafted estimate can be the difference between winning and losing a job. Learn to create estimates that convert.

Estimate Components

Every estimate includes: line items with descriptions and pricing, optional images, terms and conditions, and approval signature capture.

Bizzy Bot

Bizzy Can Do This For You

Instead of doing this manually, just tell Bizzy:

"Hey Bizzy, create an estimate for [customer] for [service]"

Or navigate to: Estimates → New Estimate

Tags:

estimatespricingsales

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Last updated: January 17, 2024