From the home menu choose the 'Estimates' card. Click on the 'New Estimate' button. This will open a new estimate template. Fill out your name and address and the name and address of your customer. Choose an estimate date (usually today) and a due date, which is the deadline by which your customer should accept the estimate.
To add a line item, click on the 'Add Line Item' button and fill out the quantity, description and unit price of the item you are proposing. You can also add taxes, if applicable. Repeat this step until all the line items are listed on your estimate. The totals will add up automatically. You can also add a discount bu clicking in the 'Add Discount' button. Choose between a discount percentage or a fixed amount.
To save your estimate click on the 'Save' button.
Now you can print your estimate, create a PDF or send it to your customer by email. If you choose the latter, you will be able to see when your customer opens it. You will also get notified when your customer accepts the estimate.
When the job is completed you can easily create an invoice from your estimate - no need to write everything twice.