> ## Documentation Index > Fetch the complete documentation index at: https://support.jomioz.com/llms.txt > Use this file to discover all available pages before exploring further. # How to create and send an estimate > Build the estimate, then send it so the customer can open it in Client Hub. Click **Estimates**, then **New estimate**. Pick the customer. If they are not in the list, create them under **Customers** first. 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. 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](/help/ai). Packages, pick-one lines, and optional add-ons are in [Packages and line options](/help/estimate-options). A deposit or a plan of payments is in [Deposits and payment schedules](/help/estimate-deposit). 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. ## 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. | On the summary | What it tells you | | -------------- | ----------------------------------------------------------------------------------------------- | | Estimate total | From the line items, or from the package that is selected | | Valid until | The date Client Hub will still accept it. **No expiry set** means it does not expire on its own | | Not sent yet | It is still a draft. After send, this becomes **Sent {date}** | | Status | The chip in [What estimate status means](/help/estimate-status) | 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](/settings/estimates). 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**. ## 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](/help/invoice-send). ## After they answer | What they did | What you do | | ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Opened it | Status moves to **Viewed**. You can wait, or resend | | Asked for changes | **Customer requested changes**. **Edit estimate**, then **Send revised estimate** | | Accepted | **Mark approved** is unnecessary if Hub already accepted. Take a deposit if one is due, then **Convert to job**. See [Accept and convert](/help/estimate-accept) | | Declined | **Customer declined (Client Hub)**. **Reopen & revise** or **Duplicate estimate** if you are pricing it again | | Nothing | Follow-ups are Estimate settings → **Reminders**. They are not edited on [Automations](/settings/automations) | Packages, pick-one lines, and optional add-ons are still [Packages and line options](/help/estimate-options). A deposit or a plan of payments is [Deposits and payment schedules](/help/estimate-deposit). 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.