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Estimates
Our collection of articles featuring all you need to know about estimates in Workiz
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15 articles in this collection
Written by
Kristian
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
How to download an estimate
Learn how to download an estimate in Workiz.
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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.
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Written by
Kristian
Updated over a week ago
What your clients see when you send estimates
Learn about how your clients experience estimates in Workiz.
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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.
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Written by
Kristian
Updated over a week ago
How to know when a client has viewed an estimate
Learn how to know exactly when a client has viewed an estimate in Workiz.
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Written by
Kristian
Updated over a week ago
Adding optional items to estimates
Learn how to add optional items to estimates.
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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.
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Written by
Kristian
Updated over a week ago
How to send files and images with estimates
Read our guide on how to send files and images with estimates.
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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.
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Written by
Kristian
Updated over a week ago
Sales proposals
Using sales proposals to increase your average job revenue (good, better, best)
Learn how to use sales proposals (good, better, best) to present your clients with multiple options and increase your average job revenue.
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Written by
Kristian
Updated over a week ago
How to create sales proposal templates
Learn how to save yourself time by creating sales proposal (good, better, best) templates.
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Written by
Kristian
Updated over a week ago
Using sales proposal templates in jobs
Learn how to load sales proposal templates to your jobs.
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Written by
Kristian
Updated over a week ago
Creating and loading sales proposal templates on mobile
Learn how to create and load sales proposal templates on the go using the Workiz mobile app.
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Written by
Kristian
Updated over a week ago
Managing your sales proposal templates
Learn how to use the sales proposal manager to manage your sales proposal templates.
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Written by
Kristian
Updated over a week ago