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
Open Estimates from the sidebar, then click the New Estimate button in the page toolbar. (Equivalent under the hood: a jobcard with isEstimate: true.) You need both the estimates.create and jobcards.create permissions for the button to appear.
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 the live jobcard series shown as#17,#18(it's the total count across both), so the numbers continue, only the prefix differs - Own column on the workflow board:
isEstimate = truecards are routed into a dedicated Estimate column at the far left of the kanban, not into your status columns
Valid until
Every estimate carries a Valid until date, so the customer knows how long the quoted price holds. It's filled in for you when the estimate is created, using the Default validity setting under Workshop Settings → Pricing → Estimate defaults (14 days out of the box). You can change it on any individual estimate from the date field in the amber estimate banner at the top of the record.
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.