Building an Estimate
Quick Steps
- Add a Customer.
- Add Measure Sheet Items.
- Fill out the Additional Details.
- Add Upcharges (if applicable).
- Click Done.
- Result the Estimate.
Adding a New Customer
Note: Leap will not allow you to move forward with the estimate until you’ve put in a customer.
- On the menu, tap
to begin.
- Click
in the upper right hand corner to add a new customer.
- Add the customer’s information.
- Click
.
Opening a Saved Estimate
- On the Estimates screen, tap
to begin.
- Click on the customer search field
in the top center of the screen.
- Type in the name you’d like to search for and click
- Click on the customer’s name.
- If you already have an estimate opened click
to replace the current customer.
Adding a Product
Once you’ve added a customer, now you can add your products to the estimate.- Click on the Category of the measure sheet item you want to add.
- If you have a standard type category, simply type the quantity of the item on the given line. If you have a drill-down type Category, click
to add the item.


- Tap on the measure sheet item to access Additional Details or Upcharges.
- To fill out Additional Details click Details. Please see Additional Details for more information.
- To add Upcharges, click to the
tab. Please see Upcharges for more information.
- Click
.
- Don’t forget to
your estimate.
Resulting the Estimate
You can find the Results section inside of the Leap app by looking at the bottom right hand corner of the Estimates tab. Pressing the

