Estimates
The Estimates page creates customer proposals and moves accepted work into invoicing or job costing.
Create and send
Select New Estimate, choose a customer, set issue and expiry dates, and add quantity and unit-price lines. Save the estimate, then open its detail page to send it.
The detail view can capture a client signature with signer name and signature data. Review the estimate state and identity of the signer before recording acceptance.
Convert accepted work
An eligible estimate can be converted to an invoice with a due date or converted to a service job. Once converted, the detail page links to the resulting record. Conversion creates a new operational record; confirm line values and customer before proceeding.
AI Estimate Actions and Signals open Accounting chat with estimate context. They do not send, sign, or convert the estimate directly.
The current MCP catalog does not expose estimate signing under the historical tool name. Use the UI or current GraphQL operations.