Estimates & Invoices

How to Create and Send Professional Estimates

Create and deliver professional quotes to customers in Local Business Pro with line items, pricing, and terms.

beginner 5 min read estimates create send quotes
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Quick Answer: Go to Operations > Estimates, click 'Add an Estimate', select the customer, add line items from your offerings, set pricing and terms, then click Send to deliver via email or SMS.

Step-by-Step Guide

  1. Navigate to Operations > Estimates
  2. Click Add an Estimate
  3. Search for and select the customer (or create new)
  4. Add a descriptive title (e.g., 'Kitchen Remodel Quote')
  5. Click Add Line Item to add services from your offerings
  6. Adjust quantities and prices as needed
  7. Add any notes or terms
  8. Set an expiration date
  9. Preview the estimate
  10. Click Send to Customer via email, SMS, or both

Estimate Best Practices

  • Send quickly - Faster estimates have higher approval rates
  • Be specific - Detailed line items build trust
  • Include terms - Payment terms, warranty info, scope limitations
  • Set reasonable expiration - 30 days is typical
  • Add a personal note - Personal touch increases conversions

Frequently Asked Questions

Q: Can I save estimates as drafts?
A: Yes, save without sending and it stays in Draft status until you're ready.

Q: Can customers approve estimates online?
A: Yes, customers can view and approve directly from the estimate link.