Click on the Select Job: prompt at the top of the main window, and select "(Add New)". This will open the Edit Job form in the "Lead / Follow-Up" tab where you can enter information about the lead.

Note that, in Smart Contractor, a new job is a "lead" until the customer signs a contract. When a new job is entered, the job status defaults to "Lead". A job transitions from being a lead to an active job when you change the job status to something other to "Lead".

Fill in the prompts in the Edit Job form. Please see the Edit Job topic about entering lead information.

Click Estimate to go to the Create Estimate form.

Click on the prompt for Select Job To Copy From: to show the list of pre-existing jobs, or the template job. Click on a job. This will display the job in the list below.

Or, to create a job estimate from scratch (without copying from other jobs or the template), leave this prompt blank, and click Create Estimate to go to the Edit Job Estimate form.

Check items to add to the new job estimate. Notice that when you check a group item, all the items in the group are selected.

Or, to create a job estimate from scratch (without copying from other jobs or the template), don't check any items, and click Create Estimate to go to the Edit Job Estimate form.

This will take you to the Edit Job Estimate form. If you selected items to copy, they will be displayed in the list on the left side of the screen. If you did not select items to copy, the list will be blank.

Click Add Item to add a new item to the estimate.

Click Copy From to copy item(s) from another job or the template.

See the Edit Job Estimate topic for information on how to enter a job estimate.