Features: Estimates

Estimates are a powerful way to let your clients know what to expect from your work and what their financial obligation will be. PocketSuite makes it easy to send estimates on the fly. Be sure the feature is enabled in settings > features > estimates > save. Note: If you can't find estimates in features, it may not be part of your industry. Send us a support message in the app and it can be enabled for your account.

Once it's turned on, you'll have an estimates dashboard on the homepage of the app. You can tap into it to see and take action on any open estimates.

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From here, you can tap on any estimate (or tap + to add a new one), then tap edit and see the various actions you take- invoice the estimate instead, add it to the calendar, or even make a copy. On this page you can also charge the client or mark the estimate as paid via another method, such as cash.

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If you charge the client, you'll see the calculations done for you at the bottom- we will always let you know what the client has already paid and what is remaining to charge. 

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You can also preview the estimate so you see exactly what the client will see. 

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 For another visual of this feature, check out this instructional video:

 

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