Creating professional estimates

A clean, professional estimate can be the difference between winning and losing a job. Here's how to create them in Hammr.

Navigate to Estimates and click 'New Estimate.' Fill in the title, description, and optionally link it to a project. The estimate number is generated automatically.

Adding Line Items. Click 'Add Line Item' to add individual items to your estimate. For each item, enter a description, quantity, and unit price. The total is calculated automatically.

Organize line items in a logical order — typically by phase of work or trade. Group related items together so the client can easily understand what they're paying for.

Notes and Terms. Use the notes field to add payment terms, warranty information, exclusions, or any other details the client should know before approving.

Sending. When your estimate is ready, update its status to 'Sent' and record the date. This helps you track which estimates are outstanding and need follow-up.

Tip: Save time by using similar line items across estimates. Over time you'll develop a library of common items and pricing that makes creating new estimates faster.