Method

About the Estimates App

Estimate App Preferences

How to create an estimate in Method if you use QuickBooks Desktop.

Create an Estimate for QuickBooks Desktop Accounts

How to create an Estimate in Method if you use QuickBooks Online.

Create an Estimate for QuickBooks Online Accounts

How to create an estimate from a sales order in Method.

Convert an Estimate to a Sales Order

How to convert an estimate into an invoice in Method.

Convert an Estimate to an Invoice

See an overview of your estimates generated in a given time period.

Estimate Reports

How to enter an upfront deposit for an estimate, and have the customer accept the estimate on their portal.

Estimate Approvals and Deposits

Estimates

Customization Services

Terms of Service

Security and Backup

Privacy Policy

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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