Estimate and proposal software for contractors
Business Genie is estimate and proposal software for contractors: build the estimate, ask for a deposit on it, and collect that deposit before the job starts. The same account schedules and routes the work and invoices it, on the web and in the iOS and Android app.
What estimates do in Business Genie
Once the job is booked it goes on the schedule, route optimization fits it into the crew’s day, and job costing tracks what it cost, so the next estimate is priced on what the work really takes.
Estimates and proposals that collect a deposit before the job starts.
Estimates and proposals
Put the price of a job in front of the customer as an estimate or a proposal.
A deposit up front
Ask for a deposit on a proposal and collect it before the work begins, so the customer is committed before your crew drives out.
Then scheduled and routed
Once the job is booked it goes on the schedule, and route optimization fits it into the crew’s day by the shortest drive.
Priced from real costs
Job costing tracks what each job actually costs, which is what the next estimate should be built on.
Where estimates and proposals sit in a job
Estimates and proposals are the first stop of a job: the price is set before any work is done, and the deposit on it comes in before the crew drives out. The balance comes in at the other end, on the invoice. Estimates and proposals work with invoicing, payments, job costing and the CRM.
Quoted
You’re here
Estimates and proposalsBooked
Scheduled
Dispatched
Routed
On the job
Invoiced
Paid
In the books
What it made
Followed up
QuotedYou’re here
Estimates and proposalsScheduled
Dispatched
Routed
On the job
Invoiced
In the books
What it made
Followed up
Estimates and proposals, answered
What is the difference between an estimate and a proposal?
An estimate is the expected price of a job. A proposal sets out the work and its price for the customer to accept, and is often where a deposit is asked for.
Can I collect a deposit before the job starts?
Yes. Estimates and proposals in Business Genie can carry a deposit, collected before the work begins.
How do customers pay?
Business Genie takes card, Apple Pay, PayPal, Venmo and Cash App.
Estimate software by trade
Each trade has its own page on estimates for its work, and a free estimate template.
- HVACHVAC estimate softwareHVAC estimate template
- PlumbingPlumbing estimate softwarePlumbing estimate template
- ElectricalElectrical estimate softwareElectrical estimate template
- RoofingRoofing estimate softwareRoofing estimate template
- PaintingPainting estimate softwarePainting estimate template
- HandymanHandyman estimate softwareHandyman estimate template
Try Business Genie free for a month
Business Genie is free for a month, with no credit card to start. The Business Genie team sets up your account and moves your existing data over for free. Plans start at $50 a month.