Creating an Estimate
An estimate tells a Client what you’ll do and what it’ll cost. Once they accept it, hrglass can turn it into a Project.
Create an Estimate
Section titled “Create an Estimate”- Go to Estimates and click New Estimate.
- Under Select a Client, pick the Client.
hrglass creates a draft called New Estimate and opens it. Now fill it in.
You can also start one from Add New › New Estimate in the top menu. That opens a form where you fill in the details first, then click Create Estimate.
Fill In the Details
Section titled “Fill In the Details”Under Estimate Information:
| Field | What it’s for |
|---|---|
| Client | Who the estimate is for. |
| Estimate Name | A short name, like Website redesign. Your Client sees it. |
| Description | What the work is about. Shows to your Client as the Project Description. |
| Budget ($) | The overall budget you’re proposing. |
| Contract (Optional) | Contract terms your Client must accept. Your default contract is picked for you. See Contract Templates. |
| Start Date and End Date | The timeline. Your Client sees it, and it carries over to the Project. |
| Status | Draft, Pending, Accepted or Declined. hrglass updates it for you as you send it and your Client responds. |
Then add what you’re quoting for under Items & Services. See Estimate Items.
Under Total, pick any Taxes to add. Default tax rates from the Client or your workspace are filled in for you. See Taxes.
Save Your Changes
Section titled “Save Your Changes”Click Save Estimate at the top. The button turns yellow when you have changes that aren’t saved yet.
See What Your Client Will See
Section titled “See What Your Client Will See”Scroll down to Client Preview. It shows the estimate exactly as your Client will, including items, totals, notes and contract terms.
Archive or Delete an Estimate
Section titled “Archive or Delete an Estimate”- Archive hides it from your list. Open it and click Unarchive to bring it back.
- Delete removes it. You can’t delete an accepted estimate.