Estimates
Build the price and send it before the work starts. The customer can open it and approve it.
- $0 a monthIncluded in Free Software
- For your officeand technicians
- Works on desktopand mobile
John R.Owner
Customer: Sarah Jenkins · Valid through May 52 options · $250.00 deposit
Option 1$385.00
Flush & Descale2 line items · Standard maintenanceOption 2 · Selected$1,420.00
Replace Tankless Unit3 line items · $250.00 deposit requestedDescriptionQtyTotal
Tankless water heater assembly1$980.00
Copper fittings & shutoff valve kit1$165.00
Installation & haul-away labor1$275.00
Approve this estimateOption 2
Replace Tankless Unit · $1,420.00
Signed bySarah Jenkins
Estimate EST-2041
Choose an option
Option 1$385.00
Flush & DescaleOption 2 · Selected$1,420.00
Replace Tankless Unit$250.00 deposit requestedApprove $1,420.00Decline
List the work
Add each line and the price.
Send the link
The customer gets it by text and email.
Watch the answer
You can see when it is viewed, approved, or declined.
What you can do
Everything you need to keep work moving and your team on the same page.
Add more than one price choice
Add multiple named options so the customer can choose one.
Add tax and a deposit
Include tax and ask for a deposit before work begins.
Save lines you use often
Reuse common line items instead of typing them from scratch.
Set the expiration date
Choose the day the estimate price expires.
Day 2 and day 5 follow-ups
If it stays open, a follow-up can go out on day 2 and day 5.
See viewed and approved
Follow-ups stop automatically once the customer approves or declines.
