{"id":9,"date":"2016-01-18T12:35:23","date_gmt":"2016-01-18T12:35:23","guid":{"rendered":"https:\/\/www.handdy.com\/estimate-help\/?p=9"},"modified":"2021-04-13T12:45:25","modified_gmt":"2021-04-13T12:45:25","slug":"how-do-i-create-an-estimate","status":"publish","type":"post","link":"https:\/\/www.handdy.com\/estimate-help\/how-do-i-create-an-estimate\/","title":{"rendered":"How do I create an estimate?"},"content":{"rendered":"<ul>\n<li>Log on to Handdy Estimates.<\/li>\n<li>Click \u2018Create estimate\u2019 tab to begin creating your estimates.<\/li>\n<li>Enter information like \u2018Client company\u2019, \u2018Customer address\u2019, \u2018Estimate number\u2019, \u2018Estimate date\u2019, \u2018Currency\u2019 and \u2018Estimate valid for\u2019.<\/li>\n<\/ul>\n<p align=\"center\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-10\" alt=\"01\" src=\"https:\/\/www.handdy.com\/estimate-help\/wp-content\/uploads\/2019\/11\/01.jpg\" width=\"613\" height=\"488\" \/><\/p>\n<ul>\n<li>Enter sale particulars like \u2018Item\u2019, \u2018Description\u2019, \u2018Price\u2019, \u2018Quantity\u2019, \u2018Units\u2019 and \u2018Tax\u2019 for each line item.<\/li>\n<li>Tax can be charged for each line item under the \u2018Tax\u2019 tab.<\/li>\n<li>The amount payable for each line item will be calculated and displayed under the \u2018Amount \u2018tab.<\/li>\n<li>Click on \u2018Add line\u2019 to include new line item.<\/li>\n<li>\u2018Subtotal\u2019 reflects the total value of all line items.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" class=\"size-full wp-image-12 aligncenter\" alt=\"02\" src=\"https:\/\/www.handdy.com\/estimate-help\/wp-content\/uploads\/2019\/11\/021.jpg\" width=\"613\" height=\"488\" \/><\/p>\n<ul>\n<li>Below the \u2018Subtotal\u2019 tab is the \u2018Add field\u2019 tab which allows you to Add tax, Add subtotal, Discount, Charges and Others.<\/li>\n<li>The total estimate amount will be displayed below the \u2018Add field\u2019 tab.<\/li>\n<li>You can add notes to customer by using the \u2018Notes to Customer\u2019 tab which appears below the \u2018Estimate Total\u2019 tab.<\/li>\n<li>Notes to customer will appear at the bottom of the estimate that you have created.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-13 aligncenter\" alt=\"03\" src=\"https:\/\/www.handdy.com\/estimate-help\/wp-content\/uploads\/2019\/11\/03.jpg\" width=\"613\" height=\"589\" \/><\/p>\n<ul>\n<li>Sales rep\u2019 option allows you to include in the estimate name of the sales person who has executed the sale.<\/li>\n<li>Additionally, in the \u2018Sales rep\u2019 tab using \u2018Add new sales rep\u2019 option you can add first and last name and email address of a sales person that you wish to add to your list.<\/li>\n<li>Review the created estimate and click \u2018Save\u2019 option to save your estimates.<\/li>\n<\/ul>\n<p align=\"center\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-14\" alt=\"04\" src=\"https:\/\/www.handdy.com\/estimate-help\/wp-content\/uploads\/2019\/11\/04.jpg\" width=\"613\" height=\"611\" \/><\/p>\n<p align=\"center\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-15\" alt=\"05\" src=\"https:\/\/www.handdy.com\/estimate-help\/wp-content\/uploads\/2019\/11\/05.jpg\" width=\"613\" height=\"587\" \/><\/p>\n<ul>\n<li>The estimate that you have created will appear on the screen.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-16\" alt=\"06\" src=\"https:\/\/www.handdy.com\/estimate-help\/wp-content\/uploads\/2019\/11\/06.jpg\" width=\"613\" height=\"520\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Log on to Handdy Estimates. Click \u2018Create estimate\u2019 tab to begin creating your estimates. Enter information like \u2018Client company\u2019, \u2018Customer address\u2019, \u2018Estimate number\u2019, \u2018Estimate date\u2019, \u2018Currency\u2019 and \u2018Estimate valid for\u2019. Enter sale particulars like \u2018Item\u2019, \u2018Description\u2019, \u2018Price\u2019, \u2018Quantity\u2019, \u2018Units\u2019 and \u2018Tax\u2019 for each line item. Tax can be charged for each line item under the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[2],"tags":[],"views":384,"_links":{"self":[{"href":"https:\/\/www.handdy.com\/estimate-help\/wp-json\/wp\/v2\/posts\/9"}],"collection":[{"href":"https:\/\/www.handdy.com\/estimate-help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.handdy.com\/estimate-help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.handdy.com\/estimate-help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.handdy.com\/estimate-help\/wp-json\/wp\/v2\/comments?post=9"}],"version-history":[{"count":1,"href":"https:\/\/www.handdy.com\/estimate-help\/wp-json\/wp\/v2\/posts\/9\/revisions"}],"predecessor-version":[{"id":456,"href":"https:\/\/www.handdy.com\/estimate-help\/wp-json\/wp\/v2\/posts\/9\/revisions\/456"}],"wp:attachment":[{"href":"https:\/\/www.handdy.com\/estimate-help\/wp-json\/wp\/v2\/media?parent=9"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.handdy.com\/estimate-help\/wp-json\/wp\/v2\/categories?post=9"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.handdy.com\/estimate-help\/wp-json\/wp\/v2\/tags?post=9"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}