Sending Estimates to Customers

Creating an Estimate

1. Tap + → New Estimate (or open a customer profile and tap New Estimate).
2. Fill in:

• Customer — existing or new.
• Estimate title — a short description (e.g. "HVAC System Replacement").
• Line items — add labor, materials, and fees with descriptions and prices.
• Notes — any terms, disclaimers, or scope clarifications.
• Valid until date — how long the estimate is good for.

1. Tap Preview to see exactly what the customer will see, then tap Send.

Sending Options

• Email — the customer receives a branded PDF and an online approval link.
• SMS — a short message with a link to the estimate (no PDF attachment; better for customers who prefer text).
• Print — generate a PDF to hand to the customer on-site.

Customer Approval

When the customer receives the estimate, they can:

• Approve — one tap; the estimate converts to a job automatically.
• Request Changes — the customer leaves a comment; you're notified to revise and resend.
• Decline — the estimate is closed; you're notified.

You can see real-time status on every estimate (Sent, Viewed, Approved, Declined) in Billing → Estimates.

Converting an Approved Estimate to a Job

When a customer approves:

1. You receive a push notification: "[Customer Name] approved your estimate."
2. Open the estimate and tap Convert to Job.
3. Select the scheduled date, assign a technician, and tap Save.

All line items, notes, and photos from the estimate carry over to the job automatically.

Revising an Estimate

If the scope changes before work starts:

1. Open the estimate and tap Edit.
2. Make your changes and tap Resend to Customer.

A new version is created; the customer sees the updated estimate with a version number and change summary.

Estimate vs. Invoice