Custom Estimates

The Estimate Dashboard offers an in-depth look at your estimate, allowing you to manage it efficiently. You can view pending and approved status and access all associated information about each estimate. This feature ensures that you have all the necessary details at your fingertips, making it easy to follow up with clients and manage your workload effectively.

Quickly add and edit details for line items to create comprehensive estimates that clearly define the scope of work. This feature enables you to include titles, descriptions, and various pricing types, such as general, labor, and parts. You can also specify sub-pricing options, including hourly, quantity, or fixed rates, making it simple to provide a detailed cost breakdown. Additionally, the option to add included items enhances clarity and ensures that your clients understand exactly what is covered in the estimate.

Easily add sales, discounts, and tax to your estimates to provide a clear breakdown of costs. This feature allows you to apply fixed amounts or percentages to individual line items, ensuring that your estimates are accurate and transparent. You can also save commonly used tax rates and discounts for quick access in future estimates, streamlining the process of creating professional documents.

Adding images to your estimate line items enhances clarity and professionalism. This feature allows you to include relevant images that help clients visualize the scope of work, making your estimates stand out from handwritten bids. The clean, responsive image display ensures that your estimates look excellent on any device.

Adding an estimated duration for completing each line item allows you to gauge the expected time commitment for individual tasks as well as for the overall estimate. These estimated durations are not visible to the client. While using this feature is optional, it serves as a valuable tool for effective scheduling later on.

Quickly access your frequently used line items to streamline the estimate creation process. This feature allows you to create estimates faster and more accurately by eliminating the need to retype basic details. You can search and group items by pricing type, making it easy to find what you need when you need it. Additionally, you can easily save edits for future use, ensuring that your estimates are always up-to-date.

Grouping line items into subsections with labels helps organize your estimates, making them easier to read and understand. You can also show optional group subtotals, which provides clarity on the costs associated with each section of the estimate. The drag-and-drop functionality allows you to reorder items quickly, ensuring that your estimates are structured in a way that best suits your presentation style.

Customize your estimates to match your brand with over 25 styling options and millions of color combinations. The responsive web-based design allows you to preview how your estimates will look on different devices, ensuring a professional appearance across all platforms. You can change the style as needed, making it easy to adapt to different client requirements or personal preferences.

Having control over how you send estimates is crucial for effective communication with your clients. You can send estimate links via email, text, or any installed share app on your device. This flexibility allows you to maintain a professional image while ensuring that your clients receive the information in a format they prefer. Links are unique and meta-friendly so your clients understand what you are sending.

Track the lifespan of your estimates with real-time updates. You can see if and when your client views the estimate, how many times they have accessed it, and when they approved it. This feature keeps you informed and enables effective follow-ups, ensuring that no estimate is overlooked.

Use the Approved Estimate Map to easily view all your approved estimates based on location. This feature assists you in planning jobs by location, saving you time and effort in managing your upcoming workload.