Scope It, Send It, and Let the Approval Do the Rest.
A modular estimate builder with service drivers, catalog parts, job-site photos, real arrival windows, digital sign-off & a four-step cascade that turns a yes into a scheduled, dispatched job.
Build Fast, Accurate Proposals from Services, Materials and Custom Labor
Build accurate estimates quickly using service drivers, inventory parts, add-on packages, and custom labor lines.
- Scale rates and labor durations automatically from room counts, square footage, or linear feet.
- Pull stock supplies directly from inventory with automated pricing and margin controls.
- Add ad-hoc line items and discounts on the fly with positive and negative price toggles.
Showcase Job-Site Evidence to Eliminate Scope Misunderstandings
Attach captioned job-site photos directly to proposals with administrative privacy and sharing controls.
- Include photos submitted by prospects during online quote requests automatically.
- Document pre-existing property conditions before work begins to avoid liability disputes.
- Keep photos internal until an administrator explicitly approves them for client view.
Provide Open-Ended Estimates or Lock In Confirmed Arrival Windows
Offer open-ended budget estimates or connect to the live calendar to reserve confirmed arrival windows.
- Create date-free budget estimates governed by custom validity windows.
- Reserve buffered arrival windows that validate live crew availability during quoting.
- Tag preferred service teams with automatic fallbacks if the primary crew is booked.
Capture Digital Approvals and Valuable Customer Feedback in Seconds
Let clients review and approve proposals in one click or capture feedback when they decline.
- Enable one-click client approval via secure mobile links or the 24/7 Client Portal.
- Receive instant notifications and audit-log updates the moment a proposal is decided.
- Capture client feedback during declines to help overcome objections and win jobs.
Approved Estimates Automatically Launch Your Operational Funnel
Trigger an automatic four-step cascade on customer approval to book, schedule, and dispatch the job.
- Lock tentative calendar slots into confirmed reservations on the dispatch board.
- Generate operational work orders complete with terms, due dates, and checklist tasks.
- Deploy recurring maintenance visits automatically across a rolling 90-day horizon.
- Auto-assign preferred or qualified available crews with no manual dispatching needed.
Protect Your Business with Immutable Contracts and Approval Cutoffs
Protect profit margins and legal compliance with document locking, terms disclosures, and approval deadlines.
- Lock delivered quotes permanently to guarantee a tamper-proof document audit trail.
- Disable approval actions automatically once expiration dates pass to block outdated pricing.
- Display deposit requirements, project terms, and legal disclaimers directly on the approval screen.
Track Conversion Velocity and Automate Follow-Up Reminders
Track proposal conversion rates and automate polite follow-up sequences before quotes expire.
- Dispatch automated text and email nudges as quote expiration deadlines approach.
- Monitor active proposals, acceptance rates, and expirations from one dashboard.
- Duplicate expired or declined quotes in one click to issue revised proposals quickly.
Quote in Minutes, Not Evenings
Build the estimate on site, send it before you leave, and let the approval book the work for you.