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create estimate
Creating estimates
and invoices from jobs
Learn how to
create
estimates and invoices directly from jobs in Workiz…
Create
your
estimate
Tip: To learn more about how to
create
an
estimate
, please see this article… an
estimate
for From the job page, select the Estimates tab Select Add
estimate
K
Written by
Kristian
Updated over a week ago
Creating and
sending
estimates
on mobile
Learn how to
create
and send estimates using the Workiz mobile app… Creating an
estimate
from a job From the Workiz app, select the job you want to
create
an
estimate
… Creating an
estimate
K
Written by
Kristian
Updated over a week ago
How to
create
and send estimates
Learn how to
create
and send estimates in Workiz… There are many ways to
create
an
estimate
in Workiz… Creating an
estimate
K
Written by
Kristian
Updated over a week ago
How to request deposits from clients
Read our guide on how to easily request deposits from your clients using
estimates
… deposit to an invoice or job Converting an
estimate
to an invoice or job Creating an
estimate
… If you collect a deposit from that job-connected
estimate
, you may then sync the
estimate
to the job
K
Written by
Kristian
Updated over a week ago
How to download an
estimate
Learn how to download an
estimate
in Workiz… Whether you want to send an
estimate
outside of Workiz or keep an
estimate
on your local machine for… Downloading an
estimate
K
Written by
Kristian
Updated over a week ago
Adding items and services to
estimates
Learn how to easily add items and services to
estimates
in Workiz… If an
estimate
is approved by your client, you can copy the items from an
estimate
to
create
an…
Estimate
items can also easily be copied onto invoices or jobs once the
estimate
is approved
K
Written by
Kristian
Updated over a week ago
How to
create
item groups
Learn how to easily
create
item groups to save yourself time when creating invoices and estimates… Workiz also allows you to
create
item groups to easily add several line items to a job,
estimate
, or… Tip: In order to
create
item groups, you will first need to
create
individual items and services
K
Written by
Kristian
Updated over a week ago
Adding optional items to
estimates
Learn how to add optional items to
estimates
…
Create
or open the
estimate
you want to add optional items to Select Add item and choose the… How to add optional items to
estimates
K
Written by
Kristian
Updated over a week ago
How to update
estimate
statuses
Read our guide on how to update the statuses of your
estimates
… Denied: The client has rejected the
estimate
Approved: The client has approved the
estimate
…
Estimate
statuses
K
Written by
Kristian
Updated over a week ago
Converting an
estimate
into an invoice or job
Read our guide on how to quickly convert your
estimate
into a new invoice or job… Tip: If you convert an
estimate
into a job, you can also
create
an invoice directly from the job… How to convert an
estimate
K
Written by
Kristian
Updated over a week ago
