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.

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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