01
How do I create an estimate?
Open Estimate studio, enter your business and customer details, then add a service, quantity and rate. Review the preview and save the estimate.
QuoteQuick
QuoteQuick FAQ
Answers about creating, sharing and keeping track of estimates and invoices.
02
How do I turn an estimate into an invoice?
Open the saved estimate in Documents and choose Create invoice. If an invoice already exists, choose Open invoice. Review its due date, totals and terms before sending it.
03
How do I send a PDF?
Open the saved document and choose Download PDF. Attach the downloaded file in your email app. Email summary opens a draft containing the document summary.
04
Does marking an invoice paid charge the customer?
No. Choose Paid after receiving a payment through your usual payment method.
05
Can I export my records?
In Business profile, choose Export workspace to download your saved customers, services and documents as JSON. For individual documents, use Download PDF.