Estimate E-2026-0080 · Pelican Bend

DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo

CustomerKaren Credeur

StatusApproved

Your StatusWon – Needs Scheduling · 100%

Total$4,028.00

Good Until11/14/26

8878 Florida Boulevard, Baton Rouge · From no template · Version 1 · Sent 10/15/26 9:15 AM · Viewed 2× (last 10/16/26 8:05 PM)

Price$0customer pays

Cost$0direct cost

Breakeven$0plus overhead

Gross profit$0

Net profit$0after overhead

Margin$0aim 25%

Man-hours$0

I don't understand, explain simpler

Price is what the customer pays. Cost is what the work costs you: people, machines and materials. Breakeven adds your share of rent, office and trucks; sell at breakeven and you make $0. Gross profit is price minus cost. Net profit is what is left over breakeven. Margin is net profit as a slice of the price: 30% means you keep 30¢ of every dollar. The little dials turn green at your target. Services switched Off are not counted; for packages, the recommended one is.

Templates Photos & Drawings Document

Customer	Service	Cost	Margin
IncludedOnOff	Front bed redo: shape, fabric, steel edging and mulch5,800 sq ft · Accepted	$0	0%
Where the cost comes fromHowSeason Labor$0 Equipment$0 Materials$0 Overhead$0 Breakevencost plus overhead; below this you lose money$0 Notes for the Customer and Crew Customer NoteCrew Note (goes to the Service) I don't understand, explain simpler Labor is the hours times what one hour of a worker really costs you ($24.47, pay plus taxes and unbillable time). Equipment is each machine's cost per hour, plus 25% markup, spread a little higher for the 10% of time it sits in the shop. With no machines picked, every Equipment Rate in Settings counts on every hour. Materials is what goes on the property. Overhead is your share of rent, office and trucks.
IncludedOnOff	Shrubs, 3 gal (each, installed)5,800 sq ft · Accepted	$0	0%
Where the cost comes fromHowSeason Labor$0 Equipment$0 Materials$0 Overhead$0 Breakevencost plus overhead; below this you lose money$0 Notes for the Customer and Crew Customer NoteCrew Note (goes to the Service) I don't understand, explain simpler Labor is the hours times what one hour of a worker really costs you ($24.47, pay plus taxes and unbillable time). Equipment is each machine's cost per hour, plus 25% markup, spread a little higher for the 10% of time it sits in the shop. With no machines picked, every Equipment Rate in Settings counts on every hour. Materials is what goes on the property. Overhead is your share of rent, office and trucks.
IncludedOnOff	St. Augustine sod (sq ft, installed)5,800 sq ft · Accepted	$0	0%
Where the cost comes fromHowSeason Labor$0 Equipment$0 Materials$0 Overhead$0 Breakevencost plus overhead; below this you lose money$0 Notes for the Customer and Crew Customer NoteCrew Note (goes to the Service) I don't understand, explain simpler Labor is the hours times what one hour of a worker really costs you ($24.47, pay plus taxes and unbillable time). Equipment is each machine's cost per hour, plus 25% markup, spread a little higher for the 10% of time it sits in the shop. With no machines picked, every Equipment Rate in Settings counts on every hour. Materials is what goes on the property. Overhead is your share of rent, office and trucks.

I don't understand, explain simpler

Each line is one Service. Included is always part of the estimate. On shows switched on for the customer, and they can switch it off. Off shows as an extra they can switch on. Type visits, hours per visit or price, and every number updates. The bar after each line is its margin: green at your target. Press the arrow to see where the cost comes from. Fast keys: / jumps to the Add box, Enter or ↓ goes to the same box on the next line, ↑ goes back, Esc closes what is open, Ctrl+S (⌘S) saves. Tick lines on the left to change many at once (price %, visits, Included / On / Off, Remove); Undo puts it back.

Estimate

The estimate's title, how long it's good for, what the customer can pick and the words they see.MoreLess

What It Does: Keeps the estimate's details: Good Until, one option or any, overhead and the intro and terms.
What It Changes: Save keeps your changes; Discard removes a new draft. Customers only see it once it's sent.
How to Use: Fill in the title and Good Until.
Pick One Option or Any Options.
Check the intro and terms, then click Save.

Help Article

Title Good Until Customer Picks Program Lines Show Overhead ($ per field hour)

Intro and Terms the Customer Sees

IntroTerms (blank uses the setting)

Best Days to Start

The days a team already works near this property, for starting new Services.MoreLess

What It Does: Lists the best days in the weeks ahead with a team close by.
What It Changes: Read only. Booking a suggested day keeps drive time down.
How to Use: Pick a suggested day.
Assign the program from that day.
Check Base.

Help Article

Tue Oct 27Baton Rouge 1 · 3 stops within 2 mi · adds about 0m of driving · 5h 25m of room left

Mon Oct 26Baton Rouge 2 · 2 stops within 2 mi · adds about 0m of driving · 5h 27m of room left

Mon Nov 2Baton Rouge 2 · 2 stops within 2 mi · adds about 0m of driving · 6h 55m of room left

Suggestions from Smart Routing, using about 12m on site. Nothing is scheduled from here.

Convert

What this approved estimate turned into, line by line.MoreLess

What It Does: Lists each accepted line, what it became and its locked price.
What It Changes: Each accepted line keeps its signed price for the season.
How to Use: Check each line became the right Service.
Open the Service to change dates.
Check billing on the customer.

Help Article

Approved Oct 17, 2026 6:20 PM by Karen Credeur · Pay per Service. Each accepted line keeps its signed price.

Line	Becomes	Locked Price
Front bed redo: shape, fabric, steel edging and mulch	One-time Service on the waiting list (no date)	$2,450.00
Shrubs, 3 gal (each, installed)	Custom line: bill it by hand	$588.00
St. Augustine sod (sq ft, installed)	Custom line: bill it by hand	$990.00

Other things you can do with this estimate: a new version, a template, void it or set its stage.MoreLess

What It Does: Holds Reopen as New Version, Save as Template, Void and the sales stage, probability and salesperson.
What It Changes: Void stops the customer from approving it. A new version keeps the old one in History.
How to Use: Set Stage, Probability and Salesperson and click Save Stage.
Use Save as Template to reuse it.
Use Void only if it should never be approved.

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Money Trail

Follow the money: the estimate, the Services it created, the invoice that billed them and the payments on it.MoreLess

How to Use: A Service links to its estimate through the estimate line that made it, and to its invoice when exactly one line for that month bills it. On an invoice it also lists the automations that ran for it or its payments, plus payment reminders, late fees and autopay tries.

Help Article

Nothing linked yet. Links appear once a Service is created from an estimate and billed on an invoice.

Step	What	Date	Amount	Status
Estimate	E-2026-0080	10/17/26	$4,028.00	Approved

History

Everything that happened to this estimate: made, sent, opened, approved.MoreLess

What It Does: Lists each event with when, what and who.
What It Changes: Read only.
How to Use: Check when it was sent and opened.
Follow up if it was opened but not approved.
See versions here too.

Help Article

When	What	Who
10/17/26 6:20 PM	Approved	Customer
10/16/26 12:00 AM	Viewed	Customer
10/15/26 12:00 AM	Sent email	Dana Office
10/14/26 12:00 AM	Created	Dana Office