ESTIMATES & QUOTES

Win more jobs with professional estimates.

Build a detailed quote in minutes, send as a branded PDF, get client approval online, and convert to invoice in one click.

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Estimate #EST-0042 Sent — Awaiting Approval

Deep house cleaning — 4br/3ba $385.00

Oven & refrigerator interior $65.00

Cleaning supplies (10%) $45.00

Total $495.00

WHAT'S INCLUDED

From quote to signed deal in minutes.

Line-item builder — services, parts, labor, materials with qty and unit price

Branded PDF — logo, company name, and contact info on every estimate

Client approves online — public link, no login required for the client

Convert to invoice in one click — no re-entering line items

Service date per line item — clients see exactly when each service is scheduled

Bilingual estimates — English or Spanish per client preference

Estimate tracking — see when the client opened the estimate

COMMON QUESTIONS

How does the client accept an estimate?

On its own private link, from a phone, without an account. The approval is recorded against the exact version they approved.

Can I take a deposit when they accept?

Yes. An estimate can require a deposit, and the client can pay it from the same page they approved on — card, Apple Pay or Google Pay.

What happens when an estimate becomes a job?

It converts to an invoice carrying its line items, client and totals, so nothing is re-typed and the numbers cannot drift between the two documents.

PRICE BOOK & TEMPLATES

Your services, priced once

Keep an items and services catalogue with your own descriptions and rates, then pull a line straight onto an estimate. Prices stop drifting between quotes because nobody is retyping them.

Document templates for the work you repeat

Save the layout and standard wording you use most and start from it, instead of rebuilding the same estimate each time.

The same catalogue feeds invoices

Because estimates and invoices read the same price book, an approved estimate converts without anyone re-entering the numbers.

Approval carries everything across

When a client approves, converting to an invoice brings the line items, quantities, taxable flags, payment terms, deposit and the client link with it — the invoice is not retyped from the estimate.

From $29.99/mo — all features included.

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