To begin a new estimate, simply click on the New button located either on the Dashboard or the Estimate page.
You will be prompted to select an estimate type. +Learn more about estimate types
You now have the option to either start from a pre-created template or begin with a blank estimate by choosing Empty Quote. +Learn more about templates
Start building your estimate by clicking on the +Add Area or Line Item button!
💡 If you find that certain items aren't available for selection when you're creating your estimate, it could be because they haven't been enabled for that specific estimate type. Head to your Account Settings and ensure that the items like contracts or production rates are enabled for the type of estimate you're working with.
Reach out to our support team for any questions!