Estimates · Build to approval
Estimates that close before the client cools off.
Build a polished estimate in five guided steps. Send the second you finish. Watch it move through Draft to Approved on a live pipeline.
14-day trial · No credit card · Send your first estimate in under 10 minutes0016
Marcus Williams
Warranty compressor diagnostic
$434.89
0015
Jennifer Park
Aprilaire humidifier & bypass
$1,218.22
0014
Priya Patel
Multi-zone mini-split
$6,618.07
0013
David Chen
Comfort membership
$601.60
0012
Maria Rodriguez
Duct cleaning & sanitizing
$962.94
Mini-split heads (3)
$2,940
Outdoor unit + lineset
$2,180
Install labor · 14h
$1,498
$6,618.07
0016
Marcus Williams
Warranty compressor diagnostic
$434.89
0015
Jennifer Park
Aprilaire humidifier & bypass
$1,218.22
0014
Priya Patel
Multi-zone mini-split
$6,618.07
0013
David Chen
Comfort membership
$601.60
0012
Maria Rodriguez
Duct cleaning & sanitizing
$962.94
Mini-split heads (3)
$2,940
Outdoor unit + lineset
$2,180
Install labor · 14h
$1,498
$6,618.07
The pipeline
Every estimate, visible at a glance.
Sit on the pipeline view and you'll see exactly which estimates need a nudge, which ones the client is mulling over, and which ones are ready to turn into projects.
Draft
Awaiting Response
Viewed
Changes Requested
Approved
The four building blocks
Four building blocks, one place to build.
Templates, line items, attachments, and a one-tap send-and-approve flow — everything an estimate needs without leaving the page.
Stop rewriting the same paragraph.
Save introductions, terms & conditions, and full estimate templates so the next estimate is mostly pre-filled. Load a template, swap the client, tweak the items, and you're done.
- Saved intro templates
- Default & per-trade T&Cs
- Full estimate templates with line items
Templates
12 saved
HVAC — Standard install
DefaultMaintenance plan intro
IntroMini-split proposal
FullService · Diagnostic visit
ItemsPull from the pricebook in one tap.
Search saved services, packages, inventory, or pricebook items right inside the line. Quantities recalculate, optional items let the client upgrade themselves, and totals roll up automatically.
- Search across services, inventory, packages
- Optional add-ons the client can accept
- Discount, tax, and deposit baked in
Items
+ Optional
Dx visit · 1hr
×1
$149
R-410A refrigerant
×2
$178
Capacitor 45/5 µF
×1
$78
Photos, specs, and proposals — attached.
Drag in photos from the diagnostic visit, manufacturer spec sheets, warranty docs, or a polished proposal PDF. The client sees them inline when they open the estimate.
- Drag-and-drop multi-file upload
- Photo, PDF, doc, and spreadsheet support
- Pulls from the Media Library directly
Attachments
3 files
compressor-front.jpg
1.4 MB
spec-trane-xr16.pdf
210 KB
warranty-2026.pdf
88 KB
From draft to e-signed without a printer.
Hit Send and the client gets a branded link. They tap Approve, optionally accept any optional add-ons, and the estimate flips to Approved — ready to convert into a project or invoice.
- Branded client portal
- One-tap approval (no login)
- Auto-converts to project or invoice
EST-0016 · Activity
+$1,890
Sent · 9:14 AM
Viewed · 9:42 AM
Optional accepted
Approved · 10:08 AM
The 5-step builder
A guided path from blank page to send.
No more wondering "did I forget the deposit?" or "where do attachments go?" Five clear steps walk you (or any new office hire) through a clean estimate every single time.
- Save as you go — never lose a draft
- Write with AI for descriptions and intros
- Auto-numbering with custom prefixes
- Convert approved estimates straight into projects
Client information
Pick the client and their property. Title, optional estimate number (or auto-generated), and you're rolling.
Introduction
Drop in a saved intro or write a personalized one. Sets the tone before the client sees the dollar amount.
Estimate items
Search the pricebook, services, inventory, or packages. Add optional items, discounts, tax, and a deposit.
Attachments
Upload photos, spec sheets, or proposal PDFs. Drag-and-drop or pull from the Media Library.
Terms & send
Pick a T&C template (or use the default for the trade), save the estimate, and send for client approval.
And the rest
Built in, not bolted on.
The things you'd otherwise stitch together with five apps — already part of estimates.
Write with AI
Generate clean, professional descriptions for line items and intros. Tweak the tone and ship — no copywriter required.
Read receipts
See exactly when the client opened the estimate, how many times, and which optional items they're hovering on.
Auto follow-ups
Estimate sitting at Awaiting too long? Send a polite reminder automatically — no awkward 'just bumping this' email.
Client e-signature
Approval is captured with a name, timestamp, and IP. Stored on the estimate as a permanent record.
Versioning
Client wants changes? Spin a new version with one click. Old versions stay attached for the audit trail.
One-click conversion
Approved estimates convert into projects or invoices in a single tap — line items, deposit, and client all carry over.
“Estimates used to be the bottleneck — a tech would do the diagnostic, then we'd type the estimate up that night. Now we send it from the truck before we leave the driveway, and half are approved by the time we hit the next job.”
Mike J. · Owner, Coastline HVAC · 11 techs
Estimate sent
$1,890
Client opens live proposal · approve from their phone
Mobile
Estimate from the driveway.
Techs build estimates on the truck — same templates, same pricebook, same one-tap send. The client sees a polished proposal while the diagnostic is still fresh in their head.
Pairs with
Pair estimates with the rest of ServTrackr
One estimate feeding the schedule, the project, and the invoice — no re-typing.
Price Book
Line items pull straight from your master pricebook.
Clients
Estimates link to the client and property record.
Projects
Approved estimates convert into a project in one tap.
Invoices
Or skip the project — turn the estimate into an invoice.
Dispatch
Schedule the work the moment the client approves.
Media Library
Attach photos and docs you've already uploaded.
Reports
Win rate, average ticket, time-to-approval by tech.
Mobile app
Build, send, and track from the truck.
ServTrackr
Your business, in your pocket.
Download the ServTrackr mobile app to manage jobs, track teams, and get more done on the move.
