Missing Toolkit: Estimates

Quick Start Guide

This guide walks you through creating your first estimate in Missing Toolkit: Estimates.

Creating an Estimate

  1. From your dashboard, click the New Estimate button
  2. Give your estimate a name (e.g., "Kitchen Renovation - Smith Residence")
  3. Click Create to open the estimate editor

Adding Line Items

Once your estimate is open, you can start adding line items:

  1. Click Add Line Item to add a new row
  2. Enter a description, quantity, unit, and price for each item
  3. Line items are automatically calculated as you type

Working with Versions

Every estimate starts with a default version. Versions let you explore different approaches or pricing options for the same project.

  • Click New Version to create an alternative version
  • Each version has its own set of line items and totals
  • Compare versions side by side to decide which approach works best

Sharing Your Estimate

When your estimate is ready to share:

  1. Click the Share button on your estimate
  2. Choose how you want to share — link, PDF, or email
  3. Your client will see a clean, professional view of the estimate

What's Next?