With Clientility, you can build an estimate, add services, create a payment schedule, connect payments to job events, and send the completed estimate to your customer through the Client Portal.

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1. Start Creating a New Estimate

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Click Create Estimate to begin building a new estimate. This opens the estimate creation workflow, where you can choose the estimate type, select a customer, add services/products, and set up milestone payments.

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2. Choose the Single Estimate Option

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Select Single Estimate if you want to send one clear estimate price to the customer.

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3. Continue to Customer Selection

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Click Next to move to the customer selection step. This is where you can connect the estimate to an existing customer or create a new customer record.

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4. Search for an Existing Customer or Add a New Customer

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Use the customer selection step to choose who the estimate is for. You can click Search for Existing Customers to find a customer already saved, or you can add a new customer if they are not in your customer list yet.

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5. Continue to Services/Products

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Click Next to move to the service section of the estimate. This section is where you add your services or products.

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6. Add a Service or Product to the Estimate

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Click Add Service to include a service in the estimate. If you are adding a product as well, click Products.

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7. Select an Existing Service or Add a New One

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Click Select an Existing Service to choose from your saved service list. Once done, click "Add Service."

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Using existing services can help save time and make estimate creation faster.

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8. In the Payment Structure, Select Milestone Payments

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Select Milestone Payments from the drop-down to create a new payment milestone for the estimate.

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9. Add a Payment Milestone

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Click Add Milestone to start creating a milestone payment schedule.

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Milestones let you split the total estimate amount into smaller payments that are due at different stages of the project.

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For example, you may create payments for:

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• Deposit
• Payment before work begins
• Payment before a specific job event
• Payment after a specific job event
• Final payment

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