Estimates
Build an estimate from your pricebook in minutes, send it for e-signature, and convert an accepted estimate straight into an invoice.
Why teams choose this
Pricebook-powered line items
Pull services and materials straight from your pricebook so pricing stays consistent.
Customer e-signature
Customers can review and accept estimates online, with an optional deposit collected at acceptance.
One-click convert to invoice
An accepted estimate becomes an invoice without re-typing a single line item.
Branded PDF and email delivery
Send a branded PDF estimate by email directly from the job.
How it works in practice
- A technician builds an estimate on-site from the pricebook and emails it before leaving the driveway.
- A customer reviews and signs an estimate from their phone, paying a deposit on the spot.
- An office admin converts an accepted estimate into an invoice with one click.
Frequently asked questions
Yes, estimates support online review, e-signature, and optional deposit collection.
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