Create an office estimate
Select the verified customer and build a reviewable quote without sending it.
Before you start
- •Verified customer and property
- •Confirmed scope and quantities
You will finish with
- •A draft estimate exists with correct scope, pricing, tax, and customer.
Safety and data checks
- • Creating a draft is safe; sending or syncing is a separate customer-facing action.
Complete the task
- 1Select
Start a new estimate
Open Estimates and choose the office quote builder or New Estimate action rather than reusing an unrelated customer quote.
- 2Enter information
Select customer and property
Search by name, email, phone, account, or address, select the verified customer, and choose the correct service property.
- 3Choose an option
Define the quote scope
Choose the correct system category and describe the requested work so products and notes match the customer’s actual need.
- 4Enter information
Review products and quantities
Add the required products and services, verify quantities and one-time versus recurring amounts, and remove accidental lines.
- 5Verify
Verify totals and terms
Confirm discounts, HST, monitoring fees, deposit requirement, warranty, notes, and any site-visit condition before saving.
- 6Verify
Save as a draft
Save the estimate without sending, reopen it, and confirm the customer, property, latest version, PDF preview, and totals.
If something does not look right
The expected button or field is not visible.
Confirm the record status, your role, and the selected tab; unavailable actions are often intentionally gated by those conditions.