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How to create and send estimates

How to create and send estimates

Learn how to create and send estimates in Workiz.
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Written by Kristian
Updated over a week ago

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In this article, you will learn how to create and send estimates to your clients in Workiz.

Estimates are a great way to inform your clients about the cost of your services before committing to a job. They are a valuable tool to make sure both you and your client are on the same page.

There are many ways to create an estimate in Workiz. Here, we will focus on creating an estimate from the sidebar navigation.

Creating an estimate

  1. From the navigation bar, select Add new… > Estimate

  2. Decide if this is an estimate for a new client or an existing client

    1. New client: Select Create New

      1. Complete the Add new clients fields and select Save

    2. Existing client: Enter the name of an existing client and select Create

Adding items to an estimate

  1. Select Add item

  2. Choose an item from the list of existing items and services

    Tip: To learn how to create a new item or service, please see this article.

  3. Adjust the quantity as desired and select Save

  4. Repeat Steps 2–3 until you’ve added all the items you want to include for this estimate

Adding extra information to an estimate

  1. Under Estimate Notes, enter any relevant notes for this estimate

  2. Next to Estimate Attachments, select Upload to attach files relevant to this estimate

Requesting a deposit for an estimate

Note: In order to request a deposit on an estimate, you must first enable online payments by activating your Workiz Pay account. To learn more about Workiz Pay, please see this article.

To learn more about how to request a deposit for an estimate, please see this article.

Sending an estimate

  1. Once you have added all the items for this estimate, select Send

  2. Complete the Send Estimate fields:

    1. From: Your email address (email only)

    2. To: Enter your client’s email address (email only)

    3. CC: Enter any other email address that should receive the estimate (email only)

    4. Subject: The subject line for the email containing the estimate (email only)

    5. Phone: Your client’s phone number (text message only)

    6. Message: The message your client will see in the text message or email containing the estimate

    7. Let client pay deposit online: Choose whether you want your client to be able to pay a deposit online

    8. Advanced: Select Advanced and choose all of the estimate details you want your client to see

    9. Select Send Email or Send Text as desired

What your clients will see

Tip: To customize the look of your estimates, please see this article.

Your customers will receive an email or text message that includes your message and a link to view and approve the estimate in the Workiz customer portal. If you added a deposit request in your estimate, they will see the option to pay using a credit card.

The status of your estimate will automatically change from Unsent to Pending after sending it to your client. To learn more about estimate statuses, please see this article.

Need more help? See related articles below:

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