Before you start
- You have at least one customer record.
- Your services and pricing are set up.
What you'll do
You will create a clear estimate for a real customer and send it from Zentive.
Do this
- 1
Open Quotes
Go to Quotes, then start a new quote.
- 2
Choose the customer
Pick the customer and confirm the property or job address.
- 3
Add services and pricing
Use your saved services, labor, or materials so the customer sees a clear estimate.
- 4
Review and send
Check totals, notes, and line items, then send the quote to the customer.
What happens next
Once the customer approves the quote, the next business step is to turn it into scheduled work and assign the crew.
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.
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