Set Up Your Estimates & Scopes
This section offers a quick guide to building accurate, professional estimates and scopes of work — helping you save time and reduce errors. You’ll learn how to streamline your process using tools like AI, templates, and the cost book, plus get tips on editing estimates from mobile, using scope modes effectively, and saving milestones for future projects.
By Rosse and 1 other2 authors8 articles
Showcasing Finishes with Options and Finishes
Offering Clients Choices with Selection Groups
More about Setting Up Payments with Milestones
How to Setup Cost Book
Editing an Estimate from the Mobile App
Building and Reusing Scope Templates
Building an Estimate on the Go with the AI Chat Assistant
Client-Selectable Scope Options