Creating a New Estimate
Create professional estimates in minutes:
- Click "New Estimate" from the Estimates page or Projects view
- Select the client and project (or create new ones)
- Choose an estimate template or start from scratch
- Set the estimate date and expiration date
Adding Line Items
Build your estimate with detailed line items:
- Products: Add items from your inventory with built-in pricing
- Services: Include labor and service charges
- Custom Items: Add one-time items with custom descriptions and pricing
- Discounts: Apply percentage or fixed-amount discounts
- Taxes: calculate taxes based on your settings
Use the quick-add feature to pull frequently used items or create item bundles for common services.
Customizing Your Estimate
Make your estimates stand out:
- Add your company logo and branding
- Include custom terms and conditions
- Attach photos or diagrams
- Add payment terms and deposit requirements
- Include warranty information
- Add optional line items for upsells
Sending to Clients
Get your estimate to the client:
- Email: Send directly from ServTrackr with a professional email template
- SMS: Text a link to view the estimate online
- Print: Generate a PDF for in-person presentation
- Client Portal: Clients can view and accept estimates through their portal
Track when clients view, accept, or decline estimates. Accepted estimates can be converted to invoices with one click.