Customers & Sales | Workspace
Create estimates and manage the Price Book
Build consistent pricing, send a clear quote, record approval, and turn accepted work into a job.
Sign in to your company workspace to use the related controls.
What this section includes
- Prepare the Price Book
- Start the estimate
- Add pricing
- Preview and send
- Record the decision
Start-to-finish instructions
Prepare the Price Book
Add services, descriptions, labor, materials, taxes, and optional add-ons before quoting.
Start the estimate
Choose a customer and service location, then describe the requested outcome in plain language.
Add pricing
Insert Price Book items or custom lines, verify quantities, discounts, tax, deposit, and total.
Preview and send
Check how the customer will see the estimate, then send the secure approval link.
Record the decision
Mark approved, declined, or revisions requested; approved estimates can create the job and invoice.
Helpful tip: Avoid unexplained line items. Customers approve faster when scope and exclusions are clear.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.