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Send your customer an estimate with your company name and logo

Your logo, your prices, your labor — a PDF you text or email. Best Flooring is not on it.

  1. On Quotes, under any quote, tap My estimate for the customer.

    My estimate for the customer link
  2. The first time, add your business: logo, company name, contractor license number, phone, email and address. It is saved for every estimate after that. Change it any time under the gear icon → Settings → Your business.

    Your business on the estimate
  3. Set your prices: Store price, or your cost plus a markup %. You can change the wording, quantity or price of any line. A quantity of 0 leaves the line off.

    Prices
  4. Add labor and anything else (haul-away, furniture moving), set the GE tax you charge, and write your notes. The line "Only you see this" shows your margin; it is never on the PDF.

    Labor, tax and total
  5. Tap Share PDF and send it by text, email or WhatsApp straight from your phone. Preview shows it first.

    The estimate PDF your customer gets
Good to know

Questions? Call 808-210-4807.