Creating Estimates
Build professional estimates quickly:
- Start from templates or scratch
- Add services, parts, and labor
- Include photos and diagrams
- Offer multiple pricing options
- Set expiration dates
- Add terms and conditions
Estimate Templates
Save time with reusable templates:
- Create templates for common services
- Include standard line items and pricing
- Customize branding and layout
- Share templates across your team
- Version control for template updates
Pricing Tools
Price jobs accurately and profitably:
- Flat-rate pricing books
- Time and materials pricing
- Volume discounting
- Markup calculations
- Tiered pricing options
- Good-Better-Best presentations
Approval Process
Streamline estimate approvals:
- Electronic signature capture
- Client portal approval
- Scheduled email follow-ups
- Deposit collection on approval
- Built-in conversion to invoice
- Approval tracking and analytics