Every line comes from your price book, you set the profit, and a person approves it before it goes out for signature.
Upload photos to the lead and add your notes. Then Estimate with AI drafts it, or you start the draft yourself.
Every line comes from your price book at your price, and you set the profit. The AI never invents a number.
Drafts go through internal review before they go out. An accepted estimate becomes a job.
The estimate that goes out same-day wins. But writing them is the bottleneck. It happens at night, after the trucks are parked, and a backlog of unsent quotes is a backlog of jobs your competitors are closing while you catch up on paperwork.
The AI never prices a job on its own. Every number comes from your price book and the profit you set, and your team approves the estimate before a customer sees it. That rule doesn't bend.
Never. Every line is priced from your price book, and you set the profit. You keep final say on quantities, pricing, and margin.
A scope summary, exclusions, and line items (material, labor, custom, and other) in groups, plus your profit and a live preview of the proposal. It saves as a draft for your review, never auto-sent.
Always. The draft is yours to adjust, add to, or rewrite. Nothing reaches a customer until you approve it.
In Pricing, under Settings. Every estimate pulls from it, across your whole team. Changes you make on one estimate stay on that estimate and don't touch your price book.
You send it for signature from the Estimates board, where it sits under Out for sign until they accept. An accepted estimate becomes a job.
Yes. The Estimates board filters by status (draft, internal review, sent, accepted, rejected, expired, cancelled) and shows them as a table, grouped, or on a kanban.
Every part shares one workspace. The call becomes the estimate becomes the job, with nothing retyped in between.