Service Estimate Template

Service Estimate Template FAQs

• How do I create a service estimate template?
  You can create a service estimate template in Harvest by selecting the 'Estimates' feature and customizing it with line items and your logo.
• Can I download the estimate as a PDF?
  Yes, once you've created your service estimate template, you can download it as a PDF for easy sharing with clients.
• What are the requirements for using Harvest's online payment options?
  To use online payment options like Stripe and PayPal, you'll need to set up accounts with those services and connect them to your Harvest account. Once connected, clients can pay invoices directly through the links provided.
• Is there a free version for using the estimate template?
  Harvest offers a free trial that allows you to use the estimate template. After the trial, you'll need to choose a plan to continue using it.
• What details can I include in the estimate template?
  You can include line items, pricing, project details, and your company's branding in the estimate template.
• Can I send the service estimate directly to clients?
  Yes, after creating the estimate in Harvest, you can send it directly to clients via email for their review.
• Does Harvest support collaboration among team members?
  Yes, Harvest supports collaboration by allowing team members to log time, track projects, and share invoices. You can assign tasks to different team members, and they can view their own time entries as well as project budgets.
• Are there any limitations on customizing the estimate template?
  You can customize the estimate template, but you can't use dynamic fields for client names or project titles; those need to be added manually.