How to create a project estimate | FAQ

time-tracking

Zoho Books lets you create and send a quote/estimate for a job to your customer. To do this, you will have to create an estimate and associate it to the project. Here’s how:

Go to Time Tracking > Projects.
Select the project for which you want to create an estimate.
Click New Transaction from the top right corner of the page.
Select Create Estimate.
Enter all the necessary details.

Insight: In the new estimate page, you can include tasks by clicking the Include Tasks button at the bottom of the page.

Click Save.

Pro Tip: You can add the number of hours in the quantity field and the cost in the rate field of the item table.

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time-tracking

How do I create a project estimate and share it with my customer?