How to create a new estimate?

iOS/Android

On the home screen, you will get three ways to get to the Estimates section.

By tapping on the Estimates card on the home screen.
By tapping on the Estimates on the navigation bar at the bottom of the screen.
By swiping the screen right and selecting Estimates on the left-hand side menu.

Open the estimate screen by opting for any of the three options mentioned above.

Tap on the blue ‘+’ button at the bottom of the screen
Click on Add Estimate screen
Edit the estimate and feed in all the necessary details you want on your estimate.

Or,

You can directly tap on the blue button at the middle bottom of the home screen and select Estimates to directly open the Add Estimate screen.

Once you are done editing the estimate or want to save the progress, click on the Save button at the bottom of the screen. You can resume editing the estimate later by selecting the particular estimate from the Estimates section.

Web App

Select the Estimates section from the left side
Click on the Create an Estimate on the top-right corner of the screen
Feed the client’s details, items, attachments, and payment instructions
Hit save button

Or,

Click on the Create drop-down menu on the top-right of the home screen
Select Estimates from the list
Feed the client’s details, items, attachments, and payment instructions
Tap on the save button