Build an Estimate in Under Two Minutes
Typed line items with their own units. Per-item tax. A toggle to hide a price from the customer. Scope of work in plain language.
The estimate you send at 9pm from the truck is the one that wins the job. It should take two minutes, not twenty.
How it works
- Add line items. Each one carries a type — service, material, labor, equipment, subcontractor, permit or other — and a unit: each, hour, day, flat-rate job, foot, square foot, gallon, bag, and a couple of dozen more.
- Flag which items are taxable. Not everything is.
- Use the per-item "show price to customer" toggle when you want an item listed but not itemized in dollars.
- Write the scope of work in the rich text field — what you're doing, what you're not.
- Set the estimate number if yours follows a sequence, then send.
Estimates are good for one calendar month by default, and they carry a status the whole way: sent, accepted, declined, expired.
Two minutes, not twenty
Save an estimate you write often as a template, then start the next one from it. And when a customer wants choices, group two or three line items as an option set — good, better, best — and let them pick one on the estimate itself.
Where you'll find it
Web at /dashboard/quotes, and Quotes in the mobile app. You can build one from a service request without retyping the address.
Related: The approval link · Build a pricebook · Who sees prices
No charge during beta. See pricing.
Header photo: Paris - Carpenter workshop - 4944 by Jorge Royan, CC BY-SA 3.0, via Wikimedia Commons.
