Easily Create Custom Estimates

WorkQuote's Estimate feature is designed to help you create professional, job-winning estimates quickly and easily. With a user-friendly interface and a wide array of customization options, you can tailor your estimates to meet your clients' specific needs. From adding detailed line items to tracking client interactions, WorkQuote provides all the tools necessary for effective estimate management.
Whether you are a small business owner or a freelancer, WorkQuote's Estimate feature serves as the ideal solution for creating and managing your estimates. With its intuitive design and robust features, you can streamline your workflow and concentrate on growing your business.

Estimate Dashboard

WorkQuote Estimate Dashboard
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.
  • All Estimate Details In One Place
  • Associated Jobs, Payments, & Notes
  • Real-Time Client Interaction Log
  • One-Click Next Action Suggestions
One-Click Next Estimate Action Suggestions

Create Estimates Fast

Edit Estimate Line Item Details
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.
  • Title & Optional Rich-Text Description
  • General, Labor, & Parts Pricing Types
  • Hourly, Quantity, & Fixed Sub-Pricing
  • Cleanly Add Included Items For Clarity
Hourly, Quantity, Fixed, & Included Sub-Pricing Options

Sales, Discounts & Tax

Add Sales, Discounts & Tax To Estimates
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.
  • Add Unlimited Sales & Discounts
  • Add Fixed Amount or Percent of Item
  • Save Commonly Used Tax & Discounts
  • View Collected Tax In Reports
Add Fixed Amount or Percent of Estimate Line Item

Add Line Item Images

Add Line Item Images To Estimates
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.
  • Add Estimate Clarity With Images
  • Stand Out From Hand Written Bids
  • Visual Reminder of Scope of Work
  • Clean Responsive Image Display
Increase Estimate Clarity By Adding Images

Add Duration Time

Add Estimate Line Item Duration Time
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.
  • Plan Estimate Completion Time
  • Properly Time Job Scheduling
  • Not Visible To Clients Anywhere
  • All Duration Automatically Summed
Properly Job Scheduling With Estimated Completion Time

Quick Access Line Items

Quick Access Common Estimate Line Items
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.
  • Create Estimates Fast & Accurately
  • No Need To Retype Basic Details
  • Easily Adjust Line Item Details
  • Save Changes For Future Use
Easily Save Estimate Line Item Edits For Future Use

Group Items With Labels

Group Estimate Line Items With Labels
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.
  • Group Line Items Into Subsections
  • Show Optional Group Subtotals
  • Easy Drag & Drop Reordering
  • Quickly View & Edit Item Details
Quickly View & Edit Estimate Line Item Details

In App Preview & Styling

In App Estimate Preview & Styling
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.
  • Customize To Match Your Brand
  • Responsive Web-Based Previews
  • Change Style On As Needed Basis
  • 25+ Options & Millions Of Colors
25+ Estimate Styling Options & Millions Of Colors

Send With Confidence

Multiple Ways To Send Estimate
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.
  • Send Via Email, Text, or Both
  • Send Using Any Share App Installed
  • Secure, Nondescript URL Links
  • Metadata-Friendly Estimate Links
Metadata-Friendly Estimate Links

Track Views & Activity

Track Estimate Views & Activity
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.
  • View Estimate Workflow History
  • Track Client Estimate Interactions
  • Activity Log Automatically Created
  • Know When Client Viewed Estimate
Track Client Estimate Interactions

Approved Estimate Map

Approved Estimate Map
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.
  • View All Approved Estimates
  • Plan Jobs By Location Area
  • Save Time Not Running In Circles
  • Access Approved Estimate Details
Access Approved Estimate Details

Other Estimate Features...

  • Responsive Web-Based Design
  • Customizable Header Details
  • Metadata-Friendly Documents
  • Add Note Images & Text
  • Multiple Screen Size Previews
  • Add Rich Text Descriptions
  • Attach Important PDF Files
  • Add Estimate Boilerplate Text
  • Add Unlimited Discounts
  • Recent Estimate View Screen
  • Multiple Approval Options
  • Pending & Approved Totals
  • Copy & Reuse Estimates
  • Save Estimates In Draft Mode
  • Revise Estimates on the Fly
  • Set Default Expiration Term
  • Optional Estimate Decline
  • Add Archive Notes