Where it lives
Sidebar → Estimates, or start from the related lead/client so the estimate is already connected.
Build and send
- Start from the existing customer or lead whenever possible.
- Add the scope, price, and customer-facing notes.
- Review the estimate, then send it and watch its status.
- When the customer accepts, continue from the linked job instead of re-entering the customer and scope.
What happens next
The estimate becomes the pricing bridge between the inquiry and the booked work. Accepted estimates can stay connected to the job that fulfills them.
Good to knowRequests gather details; estimates carry the price. Keep internal discovery separate from the customer-facing scope and amount.