New estimate options to help clients win more work

When your clients have their sights set on new work, it’s important for them to be as competitive as possible. That big number on their estimate could mean all the difference between them winning and losing a job.

To help with this, we’ve launched a new option that allows your clients to create estimates that exclude the VAT amount from the totals. The estimate still shows that VAT will be added, but it means that the total won’t look quite as intimidating to your clients’ prospective customers.

When your clients create or edit an estimate they will see a new option to ‘Include VAT in totals’. If they set this to ‘No’, FreeAgent will add ‘+ VAT’ to the estimate total and remove the VAT amount.

Let your clients know about this new feature by sharing this version of the blog post with them.