Win More Jobs with
Professional Estimates
Build polished estimates on-site, present tiered pricing options, and collect digital signatures before you leave the property. When the customer says yes, convert to a job and invoice with one click.
Everything You Need to Estimate and Close
Professional Estimate Builder
Create polished estimates with your logo, line item pricing, and detailed descriptions. Pull from your saved price book to build estimates in under a minute.
One-Click Convert to Invoice
When the customer approves, convert the estimate to a scheduled job and invoice instantly. Every line item, note, and photo carries over automatically.
Digital Signatures
Customers approve estimates from their phone or computer with a legally binding e-signature. No printing, scanning, or mailing required.
Good-Better-Best Pricing
Present tiered options so customers pick the level of service that fits their budget. Contractors who offer three tiers close at higher average ticket values.
Automated Follow-Up
Pending estimates get automatic follow-up reminders via text or email. Stop losing jobs because the customer forgot to respond.
Estimate Tracking Dashboard
See every estimate in your pipeline: sent, viewed, approved, or declined. Know your close rate and identify where deals stall.
From Estimate to Paid Invoice
in Four Steps
Build the Estimate
Pull line items from your price book, add photos, and adjust quantities. Present Good-Better-Best options if the job warrants it.
Send for Approval
Email or text the estimate to the customer. They see a professional, branded proposal they can review on any device.
Collect Signature
The customer e-signs to approve. Optionally collect a deposit right then to secure the commitment.
Convert and Schedule
One click turns the approved estimate into a scheduled job. When the work is done, convert to an invoice and get paid.
Professional Estimates for
Every Trade
Plumbing Companies
- Itemized pipe repair vs replacement options
- Water heater upgrade tiers
- Photo documentation of existing conditions
- Deposit collection for large repiping jobs
- Warranty terms included on estimates
HVAC Contractors
- Good-Better-Best system replacement quotes
- Equipment specs and efficiency ratings
- Financing options on estimates
- Rebate information included
- Maintenance agreement upsells
Electrical Contractors
- Panel upgrade cost breakdowns
- EV charger installation estimates
- Code compliance work itemization
- Permit costs included in estimates
- Multi-phase project proposals
Landscaping Companies
- Seasonal project proposals
- Material and labor breakdowns
- Design renderings attached to estimates
- Recurring service contract pricing
- Phased project timelines
How Professional Estimates
Win More Business
First Impressions Close Jobs
When a homeowner gets three estimates for a furnace replacement, the contractor with the most professional-looking proposal has a significant advantage. Handwritten quotes on carbon paper or plain text emails signal that your business cuts corners.
Business Genie estimates arrive as branded, mobile-friendly proposals with your logo, detailed line items, and clear pricing. Customers see a company that takes their business seriously. That perception translates directly into higher close rates.
Tiered Pricing Increases Average Ticket
When you present a single price, the customer has two choices: yes or no. When you present three tiers, the conversation shifts from whether to buy to which option to choose. Most customers pick the middle tier, which is typically higher than what you would have quoted as a single price.
Contractors using Good-Better-Best pricing in Business Genie report average ticket increases of 20 to 30 percent. The customer feels they are making an informed choice rather than being sold to. Everyone wins.
Speed Kills the Competition
The contractor who sends the estimate first has a massive advantage. Customers lose urgency as hours and days pass. If a competitor sends their quote while yours is still sitting in a truck, you have already lost ground.
Business Genie lets technicians build and send estimates on-site before they leave the property. The customer gets a professional proposal in their inbox within minutes of the assessment. That speed signals competence and urgency.
Follow-Up Recovers Lost Revenue
Industry data shows that 40 to 60 percent of estimates go unanswered, not because the customer chose a competitor, but because they simply forgot. Life gets busy, the estimate email gets buried, and the problem stops feeling urgent.
Business Genie sends automatic follow-up reminders on pending estimates. A gentle nudge at 48 hours and again at one week recovers a significant portion of those forgotten quotes. The system tracks opens, so you know when a customer has viewed but not approved.
Frequently Asked
Questions
Can I create estimates on-site from my phone?
Yes. The Business Genie mobile app lets you build and send estimates right from the job site. Pull items from your price book, add photos, adjust quantities, and send the estimate to the customer before you leave. Most technicians can build an estimate in under two minutes.
How do digital signatures work?
When you send an estimate, the customer receives a link via email or text. They can view the full estimate, ask questions through the built-in chat, and sign with their finger on a phone or mouse on a computer. The signed estimate is stored with a timestamp and IP address for your records.
Can I offer multiple pricing options on one estimate?
Absolutely. The Good-Better-Best feature lets you present up to three tiers on a single estimate. For example, a basic AC repair, a repair plus maintenance plan, and a full system replacement. Customers choose the option that fits their budget, and you close at a higher average ticket.
What happens after a customer approves an estimate?
When a customer signs an estimate, you get an instant notification. You can then convert the estimate to a scheduled job with one click. All details, line items, notes, and photos carry over to the job and eventual invoice. You can also collect a deposit at the time of approval.
Does Business Genie track estimate conversion rates?
Yes. The estimate dashboard shows your total estimates sent, approval rate, average estimate value, and time-to-close. You can filter by technician, job type, or date range to identify what is working and where you can improve.
Is there a free trial for the estimating features?
Yes. Business Genie offers a free 1-month trial with access to the full estimate builder, digital signatures, price book, Good-Better-Best pricing, and all other features. No credit card required.
Related Features
Invoicing & Payments
Convert approved estimates into invoices with one click
Job Costing
Track actual costs against your estimates for every job
CRM
Customer records linked to every estimate and job
Mobile App
Build and send estimates from the job site
QuickBooks Integration
Sync estimates and invoices with your accounting
Reporting & Analytics
Track estimate close rates and revenue pipeline
Ready to Win More Jobs?
Start your 1-month free trial. Create professional estimates, collect signatures, and convert to invoices instantly.
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