Estimator | Estimates & Invoices

Outstanding

$0

Unpaid invoices

$0

Drafts

0

Sent this week

0

Pipeline

Saved estimates & invoices

Estimates

All estimates

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Clients view

This area will show clients, items, or settings when you're ready.

Clients

Saved clients

Items

Saved line items

Materials

Saved materials

Notifications

Activity & Updates

Settings

Workspace settings

Display

Customize the appearance of the application

Theme

Payment Methods

Configure payment QR codes to display on invoices

Company Information

Configure your company details for estimates and invoices

Company Name Address Phone Email Company Logo

Upload your company logo (recommended: 400x400px or square ratio)

Account

Manage your account settings

Create estimate

Client

Client name Email Phone

Email Billing address Project Name

Service Address

PO Number Valid until Due date

Line items

Subtotal

$0.00

Total

$0.00

Notes

Preview

Send document

Add client

Name

Email

Phone

Company

Billing address

Notes

Select item

Select material

Add item

Name

Description

Category

Default qty

Default rate

Default markup %

Add material

Name

Description

Category

Default qty

Price

Unit rate

Default markup %

Track Payments

Invoice Details

Invoice Total

$0.00

Total Paid

$0.00

Balance Due

$0.00

Record New Payment

Amount Type

Amount ($)

Percentage

Payment Method

Payment Date

Check Number

Notes (Optional)

Payment History

Add Payment Method

Method Name Payment URL (optional, for QR generation)

QR Code (Optional)

For Cash, Check, or other text-only methods, leave this blank.

Confirm Delete

Are you sure you want to delete this document? This action cannot be undone.

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