Estimate Generator

Estimate Generator FAQs

• How do I create an estimate with Harvest?
  To create an estimate, log into Harvest, go to the 'Estimates' section, and use the 'New Estimate' button. You can pull in tracked time and expenses to make it accurate.
• Can I customize the estimate's layout and content?
  Yes, you can customize your estimate by adding your logo, changing line items, and adjusting details before sending it to your clients.
• How does Harvest manage project timelines?
  Harvest enables you to set up projects with start and end dates, and you can track the time spent on each project. However, it doesn't provide advanced Gantt chart features or detailed project management capabilities; it focuses mainly on time tracking and invoicing.
• How do clients receive and approve the estimate?
  Once you create the estimate, you can send it directly to your clients via email. They can approve it with a click, streamlining the process.
• Can I convert an estimate into an invoice later?
  Yes, once the client approves the estimate, you can easily convert it into an invoice in Harvest.
• Is there a way to track expenses related to projects in Harvest?
  Yes, Harvest allows you to log expenses associated with specific projects. You can categorize these expenses and include them in your invoices, helping you to bill clients accurately for any costs incurred during the project.
• What limitations does Harvest have for estimates?
  Harvest only allows one logo per account. If you need different branding for estimates, you'll need separate accounts.