Estimate Template

Estimate Template FAQs

• How do I create an estimate template in Harvest?
  To create an estimate template, simply sign up for Harvest, navigate to the estimates section, and start customizing your template with line items and details.
• Can I include my logo on the estimate template?
  Yes, you can upload your logo to personalize your estimate template, making it look professional and aligned with your brand.
• 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.
• What types of line items can I add to my estimate?
  You can add various line items like services, products, taxes, and discounts to your estimate template, allowing for detailed cost breakdowns.
• Can I send my estimate directly to clients?
  You can download your estimate as a PDF and send it to clients via email. However, sending estimates directly from Harvest requires a paid account.
• 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.
• Is there a limit to the number of estimate templates I can create?
  There's no specific limit to the number of estimate templates you can create, but each account can only have one logo associated with it.
• Are there any limitations on customizing estimates?
  While you can customize many aspects of your estimate template, you cannot use dynamic fields or variables for auto-filling client information.