Estimates

Estimates are how you quote work. The builder is a full-page, autosaving workspace that produces a polished quote your customer reviews and accepts on their own portal page. Estimates are owner/admin only.

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Start an estimate

From a contact, choose New then Estimate, or open Estimates in the sidebar and create one. Pick a quote format:

• Single quote: one price list.
• Quote package: several packages where the customer picks one. Each package has its own lines and discount, and you can flag one as Recommended.

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Build the lines

Add lines from your service catalog. Each line has a quantity, price, unit label, and details, plus a few controls that make a quote feel custom:

• Tiers. For a tiered service, pick which tier (package) applies.
• Optional lines. Mark a line optional and set whether it starts on or off. The customer toggles it on their portal page, and the total updates live.
• Per-line tax. Apply the right tax to each line.
• Frequency. Set each line to one-time, a fixed cadence (weekly, monthly, and so on), or Let them choose, where the customer picks from the frequencies you offer.

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Discounts

Apply a discount from your saved discount library, or define a one-off. Discounts can be simple or conditional (rules that apply automatically based on what the customer selects), and they recompute live on the portal as the customer toggles options. See Discounts for the full picture.

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Set how the customer accepts

The agreement section controls acceptance:

• Validity date: when the quote expires.
• How they accept: nothing extra, a card on file, or a deposit (a fixed dollar amount or a percentage of the total).
• Signature: require one or not.

You can also add guarantees and testimonials that show on the quote.

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Preview, then send

Use Preview to see the estimate exactly as the customer will, in true phone and desktop frames. This is your safe way to check the customer view. When it’s ready, Send delivers the estimate by email, text, or both, either now or scheduled for later. You can resend at any time, at any status. You can also Mark as sent, Mark accepted, or Mark declined by hand, and resend the acceptance confirmation.

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After acceptance: convert it

Once a customer accepts, turn the estimate into real work from the Convert menu:

• Convert to job to schedule the work
• Convert to invoice to bill it
• Create recurring service to set up a repeating commitment

Converting copies the line items and discounts across. Cancelling a converted job frees the estimate to be converted again.

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Estimate statuses

Draft → Sent → Viewed → Accepted, with Declined and Expired as the other endings. An accepted estimate that you turn into work also shows as Converted.

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Defaults that save you time

Under Settings then Estimates you set the defaults every new estimate inherits: the frequencies offered, reusable estimate templates, the default acceptance method, your welcome and closing message, the send templates, acceptance confirmations, and your guarantees and testimonials. You can still override any of these per estimate.

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Frequently asked

Can I reuse a quote I built before? Yes. Save any estimate as a template, or start a new one from a template. You can also duplicate an estimate as a fresh draft. Can the customer pick options that change the price? Yes. Optional lines and “Let them choose” frequencies let the customer shape the quote on their portal page, and the total (with taxes and any conditional discounts) recomputes live. Where do my terms of service show? On the customer’s portal quote page, when you’ve set a terms link in organization settings. They aren’t injected into the email or text you send.