Learn how to create an estimate for your clients.

Enable Estimates

If you don’t see Estimates in your account navigation (it will be between Invoices and Manage), this means this module needs to be enabled. Only administrators can enable modules in Harvest:

  1. Click Settings (upper right corner).
    • Only administrators can view and change Account Settings.
  2. Scroll down the page until you see the Customize Modules section. Click Choose Modules.
  3. Check Estimates and Save.

How to Create an Estimate

Creating an estimate is similar to creating a free-form, open invoice. To create an estimate:

  1. Go to Estimates > Overview and click New Estimate.
  2. First, pick your client.
  3. Next, fill out the rest of the form.
  4. Click Save Estimate. You can send your estimate right away, or save a draft and send it later.

Attach Files to an Estimate

You can attach files—such as terms and conditions or examples of previous work—to an estimate before sending it to your client.

Once you’ve saved your estimate (step 4 in the instructions above), the draft version will have a link to Attach file to this estimate at the bottom, below the line items and (if applicable) estimate notes. Click the link to attach files:

Attach file to this estimate

When your client views the web estimate in Harvest, they’ll see a link to download the attachment(s).