Create a new estimate or select a previously created one to edit it.
iOS/Android
- Tap on Estimate
- Open the already existing one or click on the “+” button
- Under the Client section, click on “Add Client”
- Add an already added client or tap on the “+” button to add a new client
- Tapping on **“+” **opens up a pop-up
You can either add a client from your Address Book or create a new client.
- Tap on New Client
- Add a name or tap on “My Clients” to add from Address Book
- Fill in the required details such as Phone, Email, Company Name, Website, Business Details, Payment Terms, Tax Number, and Notes
- Enable Business Address is same as Shipping Address if both are same
- Click on Save
Web App
- Click on Estimates
- Click on “+ New Estimates”
- Click on Add Client
- Fill in the required details such as Phone, Email, Company Name, Website, Business Details, Payment Terms, Tax Number, and Notes
- Enable Business Address is same as Shipping Address if both are same
- Click on Save
That’s how you save the client and add the rest of the information in the estimate and save it.