Estimates
Our collection of articles featuring all you need to know about estimates in Workiz
15 articles
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Written by KristianHow to create and send estimates
Learn how to create and send estimates in Workiz.K
Written by Kristian. Updated over a week ago
How to download an estimate
Learn how to download an estimate in Workiz.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.K
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.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.K
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.K
Written by Kristian. Updated over a week ago
Adding optional items to estimates
Learn 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.K
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.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.K
Written by Kristian. Updated over a week ago