Shopmonkey

Select the + icon (Add Button) in the top-right corner of the workflow page.

Select Estimate from the dropdown menu.

Create New Estimate from the Add Button on any page

Select the + New Estimate button in the top-right corner of the workflow page.

Create new estimate button on the workflow page

Pro-Tip: There are many different places in the app to create a new estimate besides the Add Button and the Workflow Page. Here are just a few!

Global search customer, fleet, and vehicle results

- When scheduling a new appointment
- Global search customer, fleet, and vehicle results
- Customer, fleet, and vehicle pages

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<a href="https://help.shopmonkey.io/en/articles/2770252-send-estimates-invoices">Send Estimates &amp; Invoices</a>

<a href="https://help.shopmonkey.io/en/articles/8663883-convert-estimates-to-invoices">Convert Estimates to Invoices</a>

- <a href="https://help.shopmonkey.io/en/articles/2770252-send-estimates-invoices">Send Estimates &amp; Invoices</a>
- <a href="https://help.shopmonkey.io/en/articles/8663883-convert-estimates-to-invoices">Convert Estimates to Invoices</a>

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!

Create a new estimate from the workflow page, the add button, calendar page, and more

Create an Estimate

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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Create From Any Page

Create From the Workflow Page

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