Step-by-step guide

Create your first estimate

Start with one customer, one job, and prices you control.

1. 1

   Open New estimate from the Dashboard.

2. 2

   Enter the customer and job location.

3. 3

   Add a line item with its quantity, unit, and price.

4. 4

   Review the total and save. Open the customer view before sharing.

Price Book, AI, photos, and packages can wait until after your first estimate.

Still stuck? Contact support.

Call WorkCraft AI: (704) 457-9382