Estimates
Estimate Overview
One of Cashboard’s main features is the ability to send estimates to potential clients. If you’re like us, you’re always getting asked to quote how much a potential project will cost.
Ordering Tasks and Items
We’ve just added the ability to reorder Estimate and Project tasks, as well as Invoice Items.
To do so, just...
PDF Estimates, Invoices, and Timesheets
Printing a web page never looks like it should. Good thing Cashboard lets you download PDF files for estimates, invoices, and timesheets.
How can I customize my estimates?
You can customize your Estimate documents in any way inside Cashboard.
Holding a deposit for estimates
Part of Cashboard’s extensive Estimate features is the ability to require and accept a deposit.
Deposits workflow
Many businesses require...
