Win More Jobs with Professional Estimates That Convert

Create estimates with custom line items, send them to clients, let them accept online, and convert approved estimates to work orders and invoices with one click.

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The Problem

Service businesses lose deals when estimates are slow, unprofessional, or hard for clients to respond to. Spreadsheets and paper quotes create friction that costs you jobs.

Slow Quotes Lose Jobs

When a potential client asks for a quote, they are often contacting multiple businesses. The first company to send a clear, professional estimate wins the job. Manual quoting processes cost you hours and deals.

No Way for Clients to Respond

Emailing a PDF estimate and waiting for a reply creates unnecessary friction. Clients lose the email, forget to respond, or call back days later when they have already chosen someone else.

Converting Estimates to Jobs Is Manual

When a client says yes, you have to re-enter everything: create a work order, copy line items to an invoice, and update the client record. Double data entry wastes time and introduces errors.

How It Works

of 4 steps

Key Capabilities

Custom Line Items

Add items from your service catalog for speed or type completely custom descriptions with any quantity and price. Mix and match catalog services with custom work in the same estimate.

Full Lifecycle Tracking

Every estimate moves through a clear pipeline: draft, sent, accepted, rejected, expired, or converted. Filter by status to see your sales pipeline at a glance.

Client Portal Integration

Clients see their estimates in the portal alongside work orders and invoices. Sent estimates show accept and decline buttons. No login required for the initial view.

PDF Export

Download any estimate as a branded PDF with your company header, line items, totals, tax breakdown, and validity date. Share via email or print for in-person meetings.

One-Click Conversion

Convert accepted estimates to work orders and invoices with a single click. All line items, client details, and amounts carry over automatically. No re-typing.

Activity Log and Notes

Every status change is logged automatically with timestamps. Add internal notes to estimates for your team. Full audit trail from creation to conversion.

See It in Action

See how your estimates dashboard tracks quotes through every stage from draft to conversion.

Drafts

Sent

Accepted

Win Rate

Kitchen Renovation - Sarah Chen

$4,800, sent 2 days ago, awaiting response

Sent

HVAC Annual Service - Park Industries

$2,100, accepted yesterday

Accepted

Bathroom Remodel - James Wright

$8,500, converted to WO #287 and Invoice #145

Converted

Office Cleaning Contract - TechCorp

$1,200/month recurring, draft in progress

Draft

Frequently Asked Questions

Yes. Every line item has a free-text description field. You can select from your service catalog for speed or type any custom description with any quantity and price. Most businesses use a mix of both.

You receive an instant notification. The estimate status changes to Accepted. You can then click Convert to automatically create a work order and invoice with all the line items copied over.

Yes. Sent estimates appear in the client portal with full details. Clients can accept or decline directly from the portal. Past estimates (accepted, rejected, converted) are also visible for reference.

You set a Valid Until date on each estimate. After that date, the estimate status changes to Expired. You can still reactivate or resend expired estimates if the client comes back.

Pricing

All Tiers

Included on All Plans

Estimates and quotes are included at no extra cost on all plans: Starter ($99/mo), Professional ($199/mo), and Business ($349/mo). No per-estimate fees.

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