Create and send an estimate
Build a professional line-item estimate on your phone and email it to your customer in about a minute.
A clean, itemized estimate is often the reason you win a job. Here's how to send one fast.
- 1Go to Estimates → New estimate.
- 2Pick the customer (or add a new one on the spot).
- 3Add line items — a description, quantity, and price for each. The total adds up automatically.
- 4Optionally attach a contract for them to e-sign along with the estimate.
- 5Tap Send. The customer gets a professional email with a link to view, accept, or decline.
Save time on repeat work
Turn common jobs into line-item templates so your next estimate starts half-built. You can also use the Job Calculator for quick pricing.
Frequently asked questions
How does the customer accept an estimate?
They tap the link in the email and hit Accept or Decline right on their phone — you get notified instantly.
Can I edit an estimate after sending?
Yes. Open the estimate, make changes, and resend it. The customer sees the updated version.
Still need help?
Talk to a real person — we typically reply within a few hours.