Build and review the draft
- Create the estimate for the correct job. Check the customer, scope of work, line items, quantities, tax, and total.
- Use your price book or enter the actual prices your business charges. AI-assisted drafts start with unpriced items; review every suggested description and price before sending.
- Save your draft while you work. The estimate must have a positive total before it can be sent or accepted.
Send it for customer review
Set the estimate to Sent. With a valid customer email and available email delivery, the customer receives a portal link. Check any delivery warning; a saved Sent status alone does not prove an email arrived.
In the portal, the customer opens the sent estimate, reviews the scope, and accepts or declines it. Approval supports a typed name or a drawn signature. Ask the customer to contact your business if the scope needs to change.
Keep portal links private. If a customer loses access or the link expires, open their customer record and provide a current portal link.
Create the invoice from accepted work
Open an accepted estimate and choose Create invoice. FieldClose copies the approved scope, line items, tax, and total into a draft invoice. Reopening the conversion uses the existing linked invoice.
Review the draft and its due date before sending it. Conversion does not automatically collect money. If a deposit or payment is already recorded against the estimate, conversion stops so the balance can be reconciled first.