Win More Jobs With Professional Estimates
Create beautiful, branded estimates with good/better/best options and get them approved with digital signatures.
Made to fit your workflow
The daily advantages that make this feature feel like part of your front office, not another tool to manage.
Offer multiple pricing paths in one proposal.
Help customers compare scope without confusion.
Increase close rates with clearer options.
Collect approvals from any device.
Keep signatures attached to the customer record.
Remove paper delays from the sales process.
Attach visual context to every estimate.
Show scope clearly before work begins.
Make proposals easier for customers to understand.
Turn approvals into live jobs instantly.
Carry estimate details straight into execution.
Keep your team moving without re-entry.
How Estimates & Proposals works
A simple, repeatable workflow that takes the feature from setup to customer-facing results.
Build your estimate
Add line items, materials, labor, and photos. Use templates to speed things up.
Add labor, material, and scope details.
Attach photos and notes to build trust.
Save repeatable setups as templates.
Send to your customer
Email or text the estimate. Customers see a professional, branded document.
Send by email or text in seconds.
Deliver a branded, mobile-friendly proposal.
Track when the customer opens it.
Customer approves
They review options, approve, and sign — all digital, no paper needed.
Present good, better, and best options.
Collect approval with a digital signature.
Store every approval on the job record.
Schedule the job
Convert the approved estimate to a scheduled job with one click.
Convert approved work instantly.
Push job details straight into scheduling.
Start the next workflow without retyping.
Ready to try Estimates & Proposals?
Start your free trial today and see how this workflow fits the way your business already runs.