Quote the job. Get the scope agreed.
Create a clear estimate, share the review link yourself, and keep every version. This is a quote, not a payment request.
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New estimate
Jobs and versions
Create an invoice only after a customer accepts an estimate. The invoice link is for you to share; JobNeatly does not send it or collect payment. An estimate does not use your existing change-order credits. Paid change orders still follow your current plan.