Pricing a job
See how Estimaker can be used to price a job, create an estimate and then create an invoice.
Enter project and customer details
Fill out the important details of the project – including the customer’s contact details and any other relevant information.
Begin pricing the job
Use Estimaker’s familiar interface to build up a list of individual items for the job. Total costs are automatically calculated based on the unit price and quantity. Use the surcharge column to charge one-off fees for each item or service.
Setup tax settings
This step is optional. If you would like Estimaker to calculate tax (such as VAT) then used the tax button to set the rate of tax.
Create an estimate
Use the letter wizard to generate an estimate. Select a template to start from and then refine what information to include.
Tweak and save the estimate
Edit the content and appearance of the estimate letter using the built in editor. This can be sent straight to the customer as a PDF or printed out.
Create an invoice
Once the job is ready to be billed, the same estimate can be tweaked and converted to an invoice.