Job estimates built for field and trade service operators — create detailed quotes with line-item labor and materials, send them to customers for approval, and convert accepted estimates to invoices in one click. No separate quoting tool, no PDF emailed and lost, no re-keying into your billing system. It's all on the same record.
No add-on tiers, no feature gates — this is what the module ships with, included in every plan.
Build estimates with multiple services or materials, per-unit pricing, tax rates, and discounts — subtotals and totals calculated automatically as you add items.
Send the estimate to the customer; status moves from Draft → Sent → Accepted or Rejected — the accepted trigger unlocks the Convert to Invoice action.
An accepted estimate becomes a sales invoice in accounting without copy-pasting a single line — the customer, line items, pricing, and tax all carry over.
Require a deposit before work begins — deposit is logged against the job and reconciles against the final invoice when the balance is collected.
Duplicate any estimate to reuse for a similar job — saves setup time on repeat service types without building a full template library.
Download a professional PDF or send the estimate directly to the customer from within the module — no mail merge, no third-party tool.
Jobber and Housecall charge per-user and add a layer between quoting and accounting — here estimates and invoices live in the same system.
Start free with VCard & Link-in-Bio. Turn on Job estimates and the rest of the catalog from one flat plan — no per-seat fee, ever.