Money

Create and share an estimate

Quote one-time or recurring work, add tax, and download a PDF for the client.

Use an estimate when a client needs a price before you schedule the work.

The list

Open My Estimates from Home. Search by client, address, service, or estimate number. Each row shows the total, client, service, created date, and Valid until when set. Recurring quotes are labeled Weekly, Bi-weekly, or Monthly.

Tap View estimate to open Summary, Preview, and History. Olyve shows 50 estimates at a time; use Prev and Next for more.

Create one

1. Tap + New.
2. Choose a client.
3. Choose a saved service, or select Custom Service and enter a name and description.
4. Enter the subtotal.
5. Add optional percentage or fixed tax.
6. Choose whether the service is recurring. Recurring estimates can be Weekly, Bi-Weekly, or Monthly.
7. Add an optional Valid until date and notes.
8. Tap Create Estimate.

Open Preview, then tap Download PDF to save or send a file named Estimate_ followed by the estimate number, such as Estimate_EST-12-2026-004.pdf.

The issue date printed on the PDF is the day you generate the PDF. The Created date in the estimate summary remains the day you first made the estimate.

Downloading or sharing the PDF does not mark the estimate accepted, create a visit, or create an invoice. After the client approves the work, add the service to their account and schedule it.