Quotes that are easy to send and easy to accept
Line-item estimates with labor, materials, equipment, and subcontractor lines, with tax and discounts, tracked from draft through accepted.
No card required. Cancel any time.
- EST-1042Ridgeline PropertyViewed
- EST-1041Harborview DentalSent
- EST-1039Kessler Family HomeAccepted
Build the quote the way you actually price work
Add labor, materials, equipment, subcontractor, and other lines with quantity, unit, unit price, and a discount, and the totals and tax calculate from the lines.
- Five line types with quantity and unit price
- Discounts per line and tax on the estimate
- Clear subtotal, tax, and total
Estimate · EST-1042
Boiler replacement — Ridgeline
- Labor6 h @ $90 / h$540.00
- MaterialsBoiler, flue, fittings$312.00
- Equipment1 day hire$85.00
- SubcontractorElectrical connection$140.00
Know where each quote stands
Every estimate carries a status — draft, sent, viewed, accepted, rejected, expired, or revised — with its issue and expiration dates and full history.
- Status from draft through accepted
- Expiration dates and revision numbers
- Event history on the estimate
- DraftCreated 18 Oct
- Sent19 Oct · emailed to Dana
- Viewed20 Oct · opened twiceNow
- AcceptedWaiting
Accepted work becomes a job, scope included
Convert the accepted estimate into a job and the customer, location, and scope of work come with it, ready for scheduling.
- One-action conversion to a job
- Customer and location carried over
- Estimate kept as the record of what was sold
- Estimate acceptedEST-1042 · $1,163.16
- Job JOB-2088Scope of work copied across
- Unassigned visitReady for the scheduleNow
What it changes for your business
Quotes priced consistently
No guessing whether a quote was seen
Accepted work does not stall at handover
A pipeline you can review on one screen
Works alongside
Customers
One record per customer holding the people you deal with, the places you work, and every job, estimate, and invoice you have done for them.
Learn moreLeads
Capture enquiries as leads, move them through your own stages, and turn the ones that land into a customer and a job without retyping anything.
Learn moreService Requests
Requests come in from the office or straight from the customer portal, carrying the service type, urgency, description, and attachments.
Learn morePut estimates to work
One platform for customers, jobs, scheduling, invoicing, and reporting. Start with a 14-day free trial — no card required.