Business Genie
Feature

Estimates & Quotes

Win more jobs with professional estimates

Create accurate estimates on-site, get customer approval with e-signatures, and convert to invoices instantly.

Key Benefits

Build estimates from your price book in seconds

Good-Better-Best pricing options win more jobs

E-signature approval from customers

Convert approved estimates to jobs instantly

Track estimate acceptance rates

Attach photos and documents to estimates

How Contractors Use Estimates & Quotes

1

On-Site Estimates

Build professional estimates while talking to the customer. Get approval before you leave.

2

Good-Better-Best Options

Present multiple pricing tiers. Customers choose the option that fits their budget and needs.

3

Follow-Up Automation

Automatically follow up on pending estimates. Remind customers who haven't responded.

Frequently Asked Questions

Can customers approve estimates online?

Yes! Customers receive an email with a link to view and approve the estimate. They can e-sign from any device.

Can I save items to a price book?

Absolutely. Build a price book with your common services and materials. Add items to estimates with one tap.

What happens after an estimate is approved?

Approved estimates can be converted to scheduled jobs with one click. All details carry over automatically.

Ready to Try Estimates & Quotes?

Start your free 7-day trial. No credit card required.

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