Prepare an estimate
Use a reusable format for the work, prices, options, and what is included.
BUILT AROUND YOUR BUSINESS
Send Estimates and Get Approvals
Collect the job details, send an estimate, and keep track of the customer’s response.
Let’s talk about itTHE IDEA
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.
Estimates slow down when job notes, prices, exclusions, photos, and customer details are scattered. Even after approval, teams may not know which version was accepted or what needs to be scheduled.
What this
can do.
A clear purpose for every part.
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.
IS THIS A GOOD FIT?
Made for
this kind of work.
- Contractors and field-service teams
- Businesses repeating similar proposal structures
- Owners who need visibility into sent, viewed, approved, and declined work
PRACTICAL CAPABILITIES
- Estimate templates
- Line items and options
- Version status
- Customer approval
- Deposit handoff
- Win/loss reporting
FROM FIRST STEP TO NEXT STEP
- Qualify
- Inspect
- Draft
- Send
- Approve
- Schedule
TIME & SCOPE
A plan before
a promise.
A focused estimate workflow is typically phased after the lead pipeline and pricing rules are understood.
Estimate and invoicing workflows are included in qualifying Launch plans starting at $99 per month, plus any e-signature or payment-provider fees.
Compare the plansTHE DETAILS WE AGREE ON
- Pricing structure
- Approval language
- Expiration rules
- Project handoff
Estimate systems can support field teams in Yakima Valley, Tri-Cities, Spokane, and other service territories without implying a local NDWS office.
QUESTIONS BEFORE WE START
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.
Connected ideas.
A CONVERSATION IS A GOOD START