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1

Start it

Click Estimates, then New estimate. Pick the customer. If they are not in the list, create them under Customers first.
2

Add the work

Use Edit. The sections are Customer & site, Estimate details, and Estimate & line items. Add lines from the Price book or type them in. Valid until is on the summary.
3

Send it

Click Send. The first time, the tooltip says Send estimate to customer. You can also use Send email, or Send WhatsApp when that customer has a mobile number and WhatsApp is connected. They open it in Client Hub.
A new estimate is Draft until you send it. After send, the status is Awaiting response. Dictate with AI and Generate with AI draft the lines for you to review. See Jomioz AI. Packages, pick-one lines, and optional add-ons are in Packages and line options. A deposit or a plan of payments is in Deposits and payment schedules. Open History, then the Comments pane. The section is Customer Comments. Post reply sends your answer on that thread. The estimate number comes from Estimate settings. You do not type the next number by hand.

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What is on the estimate

Edit is where the lines, options, and terms live, under Estimate & line items. On the saved estimate the tabs are Estimate, Money, Files, and History. Previous versions appears after you send a revision. Customer, site, and Valid until are on the summary and in Customer & site and Estimate details, not on a separate Info tab. Set Valid until before you send if this one should last a different length from the company default. The default is 7 days, 14 days, or 30 days under Estimate settings. Once Expired, Client Hub will not accept, decline, or take a deposit. Customer message on a change request is what they typed in Client Hub. If they left none, the card says no message was left. Reply by editing, then Send revised estimate.

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Send, resend, and schedule the send

The first send is Send to customer. After that, the same control is Resend to customer. In the send dialog, Recipients lists billing and primary contacts. Add a contact with an email or mobile first means there is nobody to send to. Email, WhatsApp, or Email and WhatsApp is the channel. WhatsApp needs a mobile number. Also send WhatsApp with link can go out with the email. Email me a copy (Bcc) sends you one too. Send later (email only) queues the email. Set Send at (your time) with a date and a time. Queued sends are email-only. The summary then says Scheduled for that time, and An email is already scheduled if you open send again. Until that time it has not gone to the customer. Pick a date and time to send, or turn off “Send later” if you leave the time blank. If the estimate itself is not ready, the prompts are Add the address that appears on the estimate and Add the tax ID that appears on the estimate. A priced line still has to be on it. The invoice send blockers are a different list, in How to send an invoice.

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After they answer

Packages, pick-one lines, and optional add-ons are still Packages and line options. A deposit or a plan of payments is Deposits and payment schedules. Files the customer sees (intro, footer, gallery) are separate from internal files. Internal files stay off the PDF unless you put them in a PDF section.