Quote it. Win it. Invoice it.
Send a professional estimate by text or email. Customer taps Accept. When the job's done, one tap turns the whole thing into an invoice.
- One-tap accept in the browser
- In-person signatures
Send it fast
Professional estimates in minutes.
Same flow as an invoice — add line items, photos, and notes. Set the price. Send by text from your own phone number, or email from our servers. Customers get a clean shareable link they can open anywhere.
- Line items with units, tax rates, and discounts
- Photos attached to the estimate
- Default notes, terms, and footer
- Send by email or native text messages
- Clean PDF export, signed or unsigned
- Multi-currency and 29 languages
Customer one-tap approval
Accept or Reject — right in the browser. No login.
The shareable estimate link opens on any phone. Customer taps Accept or Reject and you see it immediately. No account to create. No app to install. No back-and-forth email threads trying to confirm whether they're ready to move forward.
- One-tap Accept or Reject right in the browser
- No customer account, no login required
- Instant status update in your app
- Push notification when an estimate is accepted
- Public estimate page with your branding
In-person signatures
Sign on the phone at the kitchen table.
Need a signature on the spot? Hand them your phone, they sign with a finger, and the signed PDF saves with the estimate. Perfect for big residential jobs where the customer commits during the initial site visit.
- Capture a signature right on your phone
- Signed PDF saves permanently with the estimate
- Delete and re-capture any time
- Signed estimate appears in the customer's history
One-tap conversion
Turn an accepted estimate into an invoice.
When the job's done, one tap converts the estimate into an invoice. Line items, photos, totals — everything carries over. Change the job date if you want, or add a line item for the extra work you ran into. Send the invoice the same way you sent the estimate.
- One-tap estimate → invoice conversion
- Line items, photos, and totals all carry over
- Edit anything before sending the invoice
- Converted estimates flip to Converted status
- Every estimate is linked to its invoice in the customer's history
Pipeline that stays honest
Status pills tell you what's won, lost, or pending.
Draft, sent, viewed, accepted, rejected, expired, converted. One glance at the estimates list tells you where every quote stands. Set an expiry date — the app flips unacted estimates to Expired automatically so your pipeline stays honest.
- Status pills for every state — draft through converted
- Auto-expire unacted estimates at your set date
- Filter and search the pipeline by status
- Every estimate scoped to the customer profile
- Push notification when a customer views or accepts
Estimates FAQ
Common questions about quoting.
Does the customer need an account to accept an estimate?
No. The estimate opens in the browser on any phone. They tap Accept or Reject and that's it — no login, no app install.
Can I capture a signature in person?
Yes. Hand them your phone at the kitchen table, they sign with a finger, and the signed PDF saves with the estimate permanently.
What happens when the customer accepts an estimate?
You get a push notification. The estimate flips to Accepted status. When the job's done, one tap converts it into an invoice — line items, photos, and totals all carry over.
Can I send estimates by text instead of email?
Yes. The app opens your phone's native Messages app with a pre-filled link so the customer sees your real phone number, not a shortcode. Email works the same way — one tap and it goes from our servers.
Do estimates expire automatically?
Set an expiry date on any estimate. Unanswered estimates flip to Expired on that date so your pipeline doesn't fill up with stale quotes.
Can I edit an estimate after sending it?
Yes. Make changes and resend — the customer gets the latest version when they reopen the link.