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How do I create an estimate?

Option 1: In System Estimates

  • Go to the Customer
  • Create New Estimate

Add line items to the estimate

Add Options to the estimate

After you send the estimate, the customer can pay if you have credit cards setup.

You can also see if the estimate has been viewed.

You can manually approve an estimate if you receive a check for the job. This is done so that you can schedule the job.

Invoices will automatically be created.

Option 2: Use Pay-Mow AI Assistant

Send a text message to the Pay-Mow number.

Create a new estimate for John Smith’s driveway project. Remove existing concrete and replace it with Premier Pavers Oasis in a running bond pattern. Total cost: $6,500. Add an option for a 4×8 trash pad for $800.