Prepare an estimate
Use a reusable format for the work, prices, options, and what is included.
BUSINESS SYSTEMS
Send Estimates and Get Approvals
Collect the job details, send an estimate, and keep track of the customer’s response.
Talk about this serviceHOW THIS HELPS
Customers can share what they need, including relevant job details and photos. You prepare the estimate, send it for review, and see whether the customer has approved it. You stay in charge of the price and the scope of work.
WHO THIS IS FOR
This could help if you run…
Contractors and field-service teams
Businesses repeating similar proposal structures
Owners who need visibility into sent, viewed, approved, and declined work
WHAT WE CAN SET UP
What you and your customers can do.
Let the customer review it
Put the current estimate, total, terms, and approval action in one place.
Know what happens after approval
Connect accepted work to the next task, project, deposit request, or scheduling step.
More feature details (optional)
01Estimate templates
02Line items and options
03Version status
04Customer approval
05Deposit handoff
06Win/loss reporting
ONE EXAMPLE
How it could work.
1Qualify
2Inspect
3Draft
4Send
5Approve
6Schedule
PLANNING YOUR PROJECT
Know what to expect before starting.
Typical timing
A focused estimate workflow is typically phased after the lead pipeline and pricing rules are understood.
Price and what’s included
Estimate and invoicing workflows are included in qualifying Launch plans starting at $99 per month, plus any e-signature or payment-provider fees.
Plans, cancellation, and website buyouts →Service area
Estimate systems can support field teams in Yakima Valley, Tri-Cities, Spokane, and other service territories without implying a local NDWS office.
FREQUENTLY ASKED QUESTIONS
Questions business owners ask before starting.
Is an estimate the same as a contract?
Not necessarily. The business should define which document creates a binding agreement and have its terms reviewed by qualified counsel.
Can customers choose optional items?
Yes. Approved options can be represented clearly so totals and the accepted scope remain unambiguous.
Can approval create a project automatically?
Yes, after the accepted-version, payment, staffing, and exception rules are defined and tested.
RELATED SERVICES