An estimate is created the same way as a jobcard — but flagged so it lives separately. You quote the work in detail, send it to the customer, and promote it to a live jobcard when they accept.
How to create one
Open New Estimate
From the sidebar — Estimates → New estimate. (Equivalent under the hood: a jobcard with isEstimate: true.)
Add customer and vehicle
Same as a jobcard. Customer and vehicle records are shared across the company.
Add jobs, labour, and parts
Quote the work in full detail. The customer will see exactly this breakdown on the printed estimate.
Print or share
Click Print to generate the customer-facing estimate. PDF and send by email, or hand over a paper copy.
Where estimates live
- Own list:
/estimates - Reference prefix:
#Estimate 17,#Estimate 18, … The counter is shared with theJobcard{n}series (it's the total count across both), so the numbers continue, only the prefix differs - Not on the workflow board: filtered out by
isEstimate = true
Same children as jobcards
Inspections, comments, recommendations, attachments — all the things a jobcard supports also work on an estimate. When you promote it, all of those data carry across.