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EstimatesOverview

Estimates

Estimates are the foundation of winning work in Tallie. Create professional, detailed proposals that help you land more jobs and get paid what you’re worth.

What You’ll Learn

  • How to create estimates with AI or manually
  • Adding and editing line items (including optional add-ons)
  • Setting up scope of work
  • Applying markups, discounts, and taxes
  • Requesting deposits upfront
  • Sending estimates to clients for approval
  • What happens after a client approves your estimate

Quick Overview

The Estimate Workflow

Estimates are the sales and bidding phase of your work in Tallie. Here’s how it flows:

  1. Create - Build your estimate using AI assistance or manually add line items
  2. Review - Add terms, deposit requests, optional items, and scope of work
  3. Send - Email the estimate to your client with one click
  4. Client Approves - Client reviews, selects options, and approves online
  5. Create Job - Once approved, create a Job from the estimate to start tracking the work

After the job is completed, you can create an invoice from it and collect payment. The full lifecycle looks like this: Estimate → Approval → Job → Completion → Invoice → Payment.

Key Features

  • AI-Powered Estimating - Describe your work and let Tallie generate line items with accurate pricing
  • Rate Sheet Integration - Save frequently used items to your rate sheet for quick access
  • Optional Line Items - Offer upgrades and add-ons that clients can choose when approving
  • Deposit Requests - Request a percentage or fixed deposit to collect before work begins
  • Smart Markup - Apply markup that’s built into your pricing—clients see clean totals
  • Scope of Work - Add detailed descriptions that help clients understand what they’re getting
  • Before & After Previews - Show clients an AI preview of the finished work right on the estimate
  • Online Approval - Clients can review and approve estimates from any device

Topics

Last updated on
AI Chat OverviewCreating Estimates