Orders · updated 2026-08-08

    How to send an estimate in Dumpster Controls

    Estimate Only sends a professional quote with an accept link, without touching inventory or creating an order.

    Before you start

    • A customer with an email address (the estimate is sent by email).
    1. 1

      Pick "Estimate Only"

      On the "Create New Order" page, select the "Estimate Only" card ("Send a quote without creating an order.").

    2. 2

      Fill the quote

      Choose the customer, "Size", "Amount ($)", "Tax (%)", "Fuel Surcharge (FSC)", "Included Weight (tons)", and quantity. "Delivery Date", "Pickup Date", and the address are optional on estimates.

    3. 3

      Add "Estimate Notes"

      Use the notes field ("Add details or special conditions for this estimate...") for terms or caveats the customer should read.

    4. 4

      Send it

      Review the "Estimate Summary" and click "Send Estimate". A toast confirms "Estimate Sent" with the estimate number.

    What happens next

    • The estimate gets its own number (separate from order numbers) and is emailed to the customer with a public link where they can view and accept it.
    • Track it in the "Estimates" panel on the Customers page, where accepted estimates light up for your acknowledgment.

    Troubleshooting

    The button will not submit.

    Estimates require a customer, a size, and an amount greater than 0. Red messages mark what is missing.

    Related guides

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    Open a support ticket inside the app and our team will answer there.

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