Create Professional Estimates That Win More Business

WorkQuote's Estimating feature is your secret weapon for creating professional, job-winning proposals in minutes. Say goodbye to handwritten bids and complicated software. Our user-friendly interface and powerful customization options let you tailor every estimate to your client's needs, whether you're a freelancer, solo contractor, or a small business owner.
From adding detailed line items to tracking client activity, WorkQuote provides all the tools you need to streamline your workflow and focus on what truly matters: growing your business.

Manage Your Workflow with the Estimate Dashboard

WorkQuote 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
One-Click Next Estimate Action Suggestions

Create Quotes Fast with Line Items

Edit Estimate Line Item Details
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
Hourly, Quantity, Fixed, & Included Sub-Pricing Options

Customize Sales, Discounts & Tax

Add Sales, Discounts & Tax To Estimates
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 Fixed Amount or Percent of Estimate Line Item

Add Images to Line Items

Add Line Item Images To Estimates
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
Increase Estimate Clarity By Adding Images

Plan Ahead with Duration Time

Add Estimate Line Item 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
Properly Job Scheduling With Estimated Completion Time

Access Your Favorite Line Items Instantly

Quick Access Common Estimate Line Items
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
Easily Save Estimate Line Item Edits For Future Use

Group Items with Subsections

Group Estimate Line Items With Labels
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
Quickly View & Edit Estimate Line Item Details

Preview & Style Your Brand

In App Estimate Preview & Styling
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
25+ Estimate Styling Options & Millions Of Colors

Send Estimates with Confidence

Multiple Ways To Send Estimate
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
Metadata-Friendly Estimate Links

Track Views & Client Activity

Track Estimate Views & 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
Track Client Estimate Interactions

Visualize Your Schedule with the Approved Estimate Map

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
Access Approved Estimate Details

More Estimating Features That Simplify Your Life...

  • Responsive web-based design
  • Customizable headers
  • Attach important PDF files
  • Add note images & text
  • Multiple screen size previews
  • Attach boilerplate text
  • Set default expiration terms
  • Copy & reuse estimates
  • Revise estimates on the fly
  • Save estimates in draft mode
  • Optional estimate decline
  • Add unlimited discounts
  • Pending & approved totals
  • Add archive notes
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Frequently Asked Questions

Find answers to common questions about our field service software.

Creating estimates on a mobile device allows you to generate and send a detailed, professional quote immediately after assessing the job. This instant turnaround time drastically reduces the gap between the initial consultation and client commitment, helping you secure jobs faster.

Yes, WorkQuote supports full branding customization. You can upload your company logo and customize the appearance of your quotes. Sending branded documents ensures a professional image and builds client confidence, differentiating you from competitors.

The app enables full itemization, allowing you to clearly separate costs for labor hours, specific equipment, and materials. You can utilize a saved price book of common items and rates, ensuring every potential cost is accounted for and your estimates remain accurate and profitable.

Yes, a core feature of the estimating process is the ability for a client to provide a digital signature directly in your estimate link. Securing this digital signature legally binds the client to the agreed-upon price and scope of work before you lift a tool.

WorkQuote streamlines the process by allowing you to convert any approved estimate directly into a final invoice with a single tap. This eliminates the need for manual data re-entry and ensures the invoiced amount precisely matches the originally approved quoted price.

Yes. The app automatically tracks the status of all estimates you send. You can see in real-time which quotes are in Draft, Sent, Viewed, Approved, or Rejected, giving you immediate insight into your sales pipeline and allowing for efficient follow-up.

WorkQuote supports instant client communication, allowing you to deliver the professional estimate directly to the client via email or text message. This makes it easy for the client to review the quote immediately from their personal device and approve it on the go.

Check Out More WorkQuote Features

Click the links below to dive deeper and explore our other powerful features designed to streamline your business!
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