What is an Estimate Type?
Estimate types represent the diverse range of projects or services you provide. They allow you to assign specific rates and terms to each estimate. Examples of estimate types include Interior, Exterior, Cabinets, and more.
Why would you want different Estimate Types?
Having various Estimate Types helps organize your account, from rates and line items to templates and presentations. By selecting an interior residential estimate type, for example, you'll only see relevant information assigned to that type. It's perfect for account organization, providing close rates for different project types, filtering and exporting data.
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How to Create an Estimate Type
1. Go to your Account Settings > Estimates > Estimate Types section and click the +Add New Estimate Type button.
2. A window will appear where you can add various information regarding your new Estimate Type:
Label: add the name of your estimate type.
Hourly Rate: set a distinct hourly rate for each estimate type. It will take precedence over your general hourly rate mentioned in the Company section. If you prefer to use your general hourly rate, simply leave this field empty.
Area Type: set your default area type to Room or Surface.
Default Presentation: select which presentation will default to this estimate type
Default Terms: select which terms will be associated with this estimate type
