Standard Estimate (7-step wizard)

Short answer

The everyday estimate. A 7-step wizard: Client Info, Scope, AI Enhance, Materials, Cost Sheet, Review, Send.

Create and send a standard estimate

1. Open Estimates in the left sidebar.
2. Click New Estimate.
3. Step 1 — Client Info: pick an existing client with the client search, or type new client details.
4. Step 2 — Scope: describe the work. Step 3 lets WinkScope AI polish that wording.
5. Step 4 — Materials and Step 5 — Cost Sheet: add line items, labor and markup.
6. Step 6 — Review: check the totals.
7. Step 7 — Send: choose whether to send through WinkScope or your own connected email, then send.

Edit an estimate and see the new total

1. Open Estimates and click the estimate.
2. Click Edit, change the line items, and save.
3. The saved total is recalculated on save, so the list, the detail page, the client portal and the PDF all show the same new figure.

Rules and limits

• Statuses: Draft, Sent, Viewed, Accepted, Declined, Expired.
• An accepted estimate becomes a Project automatically.
• Monthly estimate limits depend on the plan — check Settings > Billing for the current count.

Still stuck?

If WinkScope does not behave the way this page describes, do not work around it. Open a ticket from Support > My Tickets with the page you were on and a screenshot, and the team will look at the account directly.