Estimates

Quote faster. Win more jobs.

Create clear, branded estimates with optional items and photos, send for e-approval, and convert to a job or invoice instantly—no retyping, no friction.

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Secure commitment upfront

Request a fixed or % deposit on quote approval and collect online—no follow-up calls.

Flexible Payment Options for Clients

Your clients can pay deposits instantly using their preferred method—credit card, ACH, or PayPal—for a seamless, professional checkout experience.

Full Transparency for Clients

Clients can easily review all payments made toward required deposits, keeping every transaction organized and visible within their portal.

Let customers choose extras

Add optional products or services to estimates so clients can easily choose extras they want.

From quote to job, fast

Convert approvals into contract billing, an invoice, or a scheduled visit—instantly, no re-entry.

Take a look at our other features

Explore connected tools that work seamlessly with Estimates; Switch, Scale, and Streamline Your Day.

Routing

Assign the right tech faster and keep everyone updated on ETAs.

Reporting

Dashboards and reports to understand revenue, jobs, and growth.

Customer CRM

Manage and access customer details anytime—office or on the go.

Client Portal

A secure hub for clients to view, approve, and pay online.

Work Requests

Capture new leads and job details with shareable request forms.

Auto-charge on File

Securely store cards and auto-charge on schedule or completion.