Estimates

Give the estimate first, bill it later

Make an estimate with the same parts and labour you would put on a bill, and share it as a PDF on WhatsApp. When the customer agrees and the work is done, convert the estimate into the bill. The items and prices carry over, so nothing is typed twice.

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A clutch estimate for a Tata Nexon in GarageBilling with Share, Print, Edit and a Convert to Bill button — An estimate with the Convert to Bill action

Worked example

A clutch job on a Nexon

Anjali wants a price before you open the gearbox

You make an estimate for ₹11,200: the clutch plate from your catalogue, and the pressure plate, release bearing and labour as one-off lines. Share it on WhatsApp.

Anjali says yes. When the car is ready, open the estimate and tap Convert to Bill. The bill has the same four lines, and you can record her payment on it.

Clutch replacement · Tata Nexon

Anjali · MH12RS6602

Estimate

Clutch Plate₹3,200

Pressure plateOne-off line₹4,200

Release bearingOne-off line₹1,300

Clutch labourOne-off line₹2,500

Estimated total₹11,200

How it works

From estimate to bill

Step 01
Make the estimate
Tap New Estimate and add parts and labour, just like a bill.
Step 02
Share the PDF
Send it on WhatsApp. It is clearly marked as an estimate.
Step 03
Edit if needed
Remove work the customer declined, or add what you found.
Step 04
Convert to bill
Confirm, and the estimate becomes a bill with the same items.

What the customer sees

An estimate that looks professional

Marked ESTIMATE, with its own estimate number
Your garage name, logo and contact details
Parts and labour listed separately
The same bill design you use for your bills
Stock is not touched until it becomes a bill

Estimate PDF from GarageBilling for a Tata Nexon clutch job with an estimated total of ₹11,200 — Anjali's estimate as a PDF

Phone and computer

On Android and on the web

Android app

New Estimate is on the home screen. Share, edit and convert from the estimate screen.

Web (computer)

Make, share and convert estimates in the web app too, with the same account.

Questions garage owners ask

Is an estimate the same as a bill?

No. An estimate has its own numbering and is marked as an estimate on the PDF. It does not count as a sale or change your stock until you convert it into a bill.

Can I change the estimate before it becomes a bill?

Yes. Edit the estimate if the customer approves only part of the work, or if more work turns up. Then convert it.

What happens when I convert an estimate?

GarageBilling asks you to confirm, then makes a bill from the estimate's items and prices. From then on it works like any other bill: record payments, share it, and parts come off your stock.

Can the customer approve the estimate in the app?

No. Send the estimate PDF on WhatsApp and get the customer's go-ahead the way you normally do, by message or a call. GarageBilling has no customer sign-off screen.

Step by step