Workiz

Learn how to create and send estimates in Workiz.

How to create and send estimates

Learn how to use Workiz Automations to automatically remind your clients about a pending estimate.

Learn how to download an estimate in Workiz.

Read our guide on how to quickly convert your estimate into a new invoice or job.

Learn about how your clients experience estimates in Workiz.

Learn how to know exactly when a client has viewed an estimate in Workiz.

Read our guide on how to update the statuses of your estimates.

Read our guide on how to easily request deposits from your clients using estimates.

Learn how to use sales proposals (good, better, best) to present your clients with multiple options and increase your average job revenue.

Learn how to save yourself time by creating sales proposal (good, better, best) templates.

Learn how to load sales proposal templates to your jobs.

Learn how to create and load sales proposal templates on the go using the Workiz mobile app.

Learn how to use the sales proposal manager to manage your sales proposal templates.

Read our guides on how to use sales proposals in Workiz

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