Missing Toolkit: Estimates

Estimates

Estimates are the core of Missing Toolkit: Estimates. An estimate represents a project or job that you're pricing for a client.

Overview

Each estimate contains:

  • A name to identify the project
  • One or more versions with different pricing approaches
  • Line items within each version that detail the work and costs

Creating an Estimate

From your dashboard or the estimates list, click New Estimate. You'll be asked to provide a name for the estimate. Choose something descriptive that helps you and your team identify the project easily.

Managing Estimates

Viewing Estimates

Your estimates are listed on the main estimates page. You can see key details at a glance, including the estimate name, number of versions, and when it was last updated.

Editing an Estimate

Click on any estimate to open it. From there you can:

  • Edit the estimate name
  • Add, edit, or remove line items
  • Create new versions
  • View totals and summaries

Deleting an Estimate

To delete an estimate, open it and click the Delete button. You'll be asked to confirm before the estimate is permanently removed.

Line Items

Line items are the individual rows within a version. Each line item includes:

  • Description — what the work or material is
  • Quantity — how many units
  • Unit — the unit of measure (e.g., each, sqft, hours)
  • Price — the per-unit price

The total for each line item is calculated automatically by multiplying the quantity by the price.