Estimate Template for United States

Estimate Template for United States FAQs

• Can I create free estimate templates with Harvest?
  Yes, you can create free estimate templates using Harvest. However, to send them to clients or access online payment options, you'll need to sign up for an account.
• What should be included in an estimate template for US clients?
  An estimate template for US clients should include project details, itemized services or products, pricing, and any applicable taxes, like sales tax.
• How does Harvest handle invoice templates?
  Harvest provides a simple invoice generation tool, allowing you to create and customize invoices with your branding. However, it does not support the use of dynamic fields or template variables for auto-populating information.
• How do I customize my estimate template for US projects?
  You can customize your estimate template by adding your logo, adjusting line items, and including specific details that matter to your client.
• Does Harvest support sales tax in estimate templates for the US?
  Yes, you can add sales tax lines to your estimates. You'll need to set the tax rates yourself, as Harvest doesn't automate tax calculations.
• Are there limitations on the number of estimate templates I can create?
  There is no limit on the number of estimate templates you can create in Harvest. However, you can only have one brand per account, which means different logos require separate accounts.
• Can I create different billing rates for various clients in Harvest?
  Yes, Harvest allows you to set different billing rates for each client or project. This flexibility ensures that you can accurately bill clients based on their specific agreements and requirements.