Estimates

Drafting an estimate

Open Estimates from the sidebar and click + New estimate. Pick the client (or add a new one), then add line items one by one or pull from your Catalog of saved assemblies and items.

Each line has a category, description, quantity, unit, and unit cost. Totals and tax recalculate as you type.

Reviewing before you send

Use Scope check to have Frametry flag obvious gaps or risky language in your scope. Add notes, attach photos or drawings, and preview the client view before sending.

Sending and tracking

Click Send to client to email a secure link. You’ll see status update from Sent to Viewed, and finally Accepted or Declined when the client signs online. From an accepted estimate you can convert directly into a project in one click.

Managing estimates

The Estimates list lets you filter by status, search by client, and resend or withdraw at any time. Reports under Estimates → Reports show win rate and pipeline value.