Features / Estimates
Send an estimate before the next call comes in.
Save the work you price every week, add the details that matter, and send an estimate while you're still at the property. Your client sees the scope, photos, and total in one place.
Included in the $19/month plan. No card required.
Reuse the work you price most
Save common line items and full estimate templates for roof repairs, cleanups, installs, and service calls. Start with a solid draft instead of a blank page.
Show what the price includes
Add photos, notes, quantities, units, and sections so clients understand the work before they sign. Clear scope means fewer awkward calls later.
Give clients a choice
Save each scope as a template and send a separate estimate for each option. Your client reviews the prices and signs the one they want.
What happens after you tap Send
1Client gets a text or emailA link to the estimate on your branded portal.
2You see when it's viewedActivity tracking shows opens and follow-ups due.
3They review and signA signature record is saved with the estimate.
4Deposit comes inIf you turned it on, paid online through Stripe.
Estimate questions
Related features
E-Signatures and Signing Records for Pro Estimates →Client Portal for Pros →Can I save my common work as a template?
Yes. Save an estimate or individual line items, then reuse them on the next project. Update the quantities or price before you send it.
Can I add photos to an estimate?
Yes. Take photos from your phone or upload them while building the estimate. Clients see them in the portal and on the PDF.
Can I request a deposit with the estimate?
Yes. Set a percentage or fixed-dollar deposit on the estimate. Once the client signs, they can pay it online through your connected Stripe account.