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Introduction to Estimates V2

We've improved the way you build an estimate, and included AI Suggestions in our diagrams to help point you to the right parts faster.

 Switching to Estimates V2 

Estimates V2 is currently in Beta and runs alongside the classic estimate. Use the toggle in the top right of the estimate screen to switch between Estimate v1 and Estimate v2. You can move back to v1 at any time.

Screenshot 2026-08-11 162251

 

Estimate Page Layout 

The estimate screen has three areas. Understanding them will help everything else fall into place. 

Screenshot 2026-08-11 162837Screenshot 2026-08-11 162930