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Create an estimate

Build a new estimate from the Estimates page, attach a customer, add line items from your pricebook or as custom entries, and optionally apply a discount before sending.

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Before you start

  • You need at least one category in your pricebook to add pricebook items. If the pricebook is empty, you can still add custom line items manually.
  • You need the customer’s record to exist in Servinix. Create it first if needed.

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Steps

  1. Go to Estimates in the left navigation.
  2. Select Create Estimate.
  3. Pick the customer from the customer picker. Type a name, email, or phone number to search.
  4. In the estimate builder, select Add from pricebook to choose items from your pricebook categories, or select Add custom item to enter a name, price, and quantity manually.
  5. For each line item, adjust the quantity using the + and − controls. The line total updates automatically.
  6. To apply a discount, go to the Adjustments section. Choose Percent (%) or Fixed ($), then enter the value. A blank field removes any discount.
  7. Review the Subtotal, Discount, Tax, and Total in the footer.
  8. Select Save & review to save the draft and preview the estimate as the customer will see it.

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Result / verify

The estimate appears in the Drafts column on the Estimates pipeline page with a status of Draft. From the review screen you can send it to the customer.

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Troubleshooting

  • Pricebook picker shows no items — at least one category must exist in the pricebook before items can be added. Go to Pricebook and add a category first.
  • Save & review is disabled — the estimate must have at least one line item before it can be saved.