> ## Documentation Index
> Fetch the complete documentation index at: https://helpdocs.servinix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create an estimate

> Start a new estimate in Servinix, add line items from the pricebook, apply a discount, and prepare the quote for review before sending to the customer.

# 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.

## 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.

## 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.

## 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.

## 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.

## Related

* [Estimate pipeline overview](/field-service-management/quotes-and-invoicing/estimate-pipeline-overview)
* [Send an estimate to a customer](/field-service-management/quotes-and-invoicing/send-an-estimate-to-a-customer)
* [Manage the pricebook](/field-service-management/quotes-and-invoicing/manage-the-pricebook)
* [Estimate templates](/field-service-management/quotes-and-invoicing/estimate-templates)