1
Build the Estimate
Pull from your service catalog or add custom items. Add notes and terms.
Estimates
Send professional estimates in seconds
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.
2min
Avg. estimate time
35%
Higher close rate
How It Works
Simple steps to transform how you handle customer interactions.
2
Send for Approval
Customer gets a professional estimate with one-tap approval and e-signature.
3
Convert & Schedule
Approved estimate becomes an invoice and a booked job automatically.
What Makes Estimates Different
Built specifically for service businesses, not generic software adapted for trades.
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.
Works With Everything
Estimates connects seamlessly with other features to power your entire business
Everything You Get
All the features you need, none of the complexity you do not.
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
Common 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.
Ready to send professional estimates in seconds ?
See exactly how Estimates would work for your business. We will show you a live demo with your actual services and scenarios.
Free 15-minute demo
No credit card required
Talk to a real human