Feature

Estimates

Build and send estimates from your phone or desktop. Pull from your service catalog, add line items, and send for customer approval with e-signature—all in minutes.

Send professional estimates in seconds
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What it does

  • Build Estimates Fast: Pull from your service catalog or add custom line items. Generate estimates in minutes, not hours.
  • E-Signature Approval: Customers approve and sign estimates right from their phone. No printing required.
  • Auto Follow-Up: Automations follow up on pending estimates so nothing goes stale.
  • Convert to Invoice: Approved estimate becomes an invoice with one click. No re-entering data.

How it works

  • Build the Estimate: Pull from your service catalog or add custom items. Add notes and terms.
  • Send for Approval: Customer gets a professional estimate with one-tap approval and e-signature.
  • Convert & Schedule: Approved estimate becomes an invoice and a booked job automatically.

Why it wins

  • Professional branded estimates
  • Pull from service catalog
  • E-signature approval
  • Automatic follow-up on pending
  • One-click convert to invoice
  • Send from phone or desktop

Connected features

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Frequently asked questions

Can I send estimates from my phone?

Yes. Build and send estimates from the mobile app. Perfect for creating estimates on-site.

How does e-signature work?

Customer taps a link, reviews the estimate, and signs with their finger. Legally binding and stored in the system.

What happens when an estimate expires?

You set expiration dates. Automations can follow up before expiration and notify you when one expires.