The Ultimate Job Quoting & Estimating App

Manage Your Workflow with the Estimate Dashboard

Get a complete overview of your estimating workflow from one central location. The Estimate Dashboard provides an in-depth look at each quote, allowing you to manage pending and approved statuses, track all associated information, and access a real-time client activity log. This keeps all the necessary details at your fingertips, making follow-ups and workload management simple.

• All quote details in one place
• See associated jobs, payments, & notes
• Track real-time client interactions
• Get one-click next-action suggestions

Create Quotes Fast with Line Items

Quickly add and edit line items to create comprehensive quotes that clearly define your scope of work. Add titles, rich-text descriptions, and various pricing types (General, Labor, Parts) with hourly, quantity, or fixed-rate options. You can even add "included items" to enhance clarity and ensure clients know exactly what they're paying for.

• Detailed titles & descriptions
• General, Labor, & Parts pricing types
• Hourly, Quantity, & Fixed-Rate Options
• Add Included Items for Clarity

Customize Sales, Discounts & Tax

Easily add sales, discounts, and tax to your estimates for a transparent breakdown of costs. Apply fixed amounts or percentages to individual line items or the entire quote. You can even save commonly used tax rates and discounts for quick access, so you're not recreating them for every job.

• Add unlimited sales & discounts
• Apply fixed amounts or percentages
• Save commonly used tax rates
• Collected tax is visible in reports

Add Images to Line Items

Enhance your professional image and add clarity by including images with your line items. This feature helps clients visualize the scope of work and makes your digital proposal stand out from handwritten bids. The clean, responsive image display ensures your quotes look great on any device.

• Add visual clarity with images
• Stand out from competitors
• Visual reminders of the work scope
• Clean, responsive display

Plan Ahead with Duration Time

Use the Duration feature to add an estimated time for completing each line item. This helps you gauge the overall time commitment for the job, which is a valuable tool for effective scheduling later. This feature is for your eyes only; clients can't see the durations.

• Plan your job completion time
• Time your project scheduling
• Durations are not client-facing
• All durations are automatically summed

Access Your Favorite Line Items Instantly

Create estimates faster and more accurately by saving and accessing your frequently used line items. This eliminates retyping basic details. You can search and group items by pricing type and easily save edits for future use, ensuring your estimates are always up-to-date and consistent.

• Create estimates faster and more accurately
• No need to retype item details
• Easily adjust and save edits
• Group and search items by pricing type

Group Items with Subsections

Keep your estimates organized and easy to read by grouping line items into subsections with labels. You can also show optional group subtotals to provide clarity on the costs for each section. The drag-and-drop functionality lets you reorder items quickly, giving you complete control over your proposal's layout.

• Organize estimates with subsections
• Show optional group subtotals
• Drag & drop reordering
• Quickly edit item details

Preview & Style Your Brand

Make your proposals match your brand. Choose from over 25 styling options and millions of color combinations. The responsive web-based design lets you preview exactly how your estimates will look on different devices, so you can always maintain a professional appearance.

• Customize to match your brand
• Responsive web-based previews
• Change style anytime
• 25+ options & millions of colors

Send Estimates with Confidence

You have complete control over how you send your estimates. Share unique, secure links with your clients via email, text, or any share app on your device. Our metadata-friendly links ensure clients see a professional preview, building trust from the very first interaction.

• Send via email, text, or both
• Use any installed share app
• Secure, nondescript URL links
• Metadata-friendly links

Track Views & Client Activity

Stop guessing and start knowing. Our real-time activity log tracks the entire lifespan of your estimate. See if and when your client views it, how many times they've accessed it, and when they approve it. This feature keeps you informed for effective follow-ups.

• View estimate workflow history
• Track client interactions
• Activity log is automatically created
• Know when the client views the estimate

Visualize Your Schedule with the Approved Estimate Map

Use the Approved Estimate Map to see all your approved jobs based on location. This feature helps you efficiently plan your day by grouping jobs in the same area, saving you valuable time and effort.

• View all approved estimates
• Plan jobs by location area
• Save time on travel
• Access approved estimate details

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