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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 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

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

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 yesterday

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 yesterday

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