Create and send a standard estimate

Short answer

Open Estimates in the left sidebar. Full steps below.

Steps

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.

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 a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.