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.

Estimates dashboard

Secure commitment upfront

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

Collect deposits on estimate approval

Let customers choose extras

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

Optional items in estimate

From quote to job, fast

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

Convert estimate to job or invoice

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Take a look at our other features

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

Equipment Tracking

Track assets, maintenance, and assignments to cut downtime.

Workflow Automations

Put reminders and updates on autopilot so nothing slips.

Mobile App

Run the day from your phone—jobs, notes, photos, and payments.

Payment Options

Offer cards, ACH, and financing—reduce friction and get paid sooner.

AI Content Editor

Generate on-brand estimates, emails, and replies in seconds.

Expense Management

Log expenses, attach receipts, and keep books tidy.