Estimates and approvals
Build good / better / best options and send them for customer approval.
What you'll learn
- Build a tiered estimate from your pricebook in minutes
- Collect an on-site signature or send for remote approval
- Track where every estimate stands in its lifecycle
- Convert an approved estimate into a scheduled job and invoice
Step by step
- 1
Start the estimate
From a customer, job, or the Estimates page, create a new estimate. Attach it to the service location so equipment details and history follow the quote.
- 2
Build three options
Add a Good, Better, and Best option pulled from your pricebook. Customers choose between options far more often than they say yes or no to a single price.
- 3
Explain the difference
Give each option a short description of what the customer gets — repair now versus replace with a longer warranty and better efficiency. Clear tradeoffs close more work than discounts.
- 4
Get approval
On site, have the customer select an option and sign on the device. Remotely, send for approval — they get a branded link, pick an option, and sign in their browser. You're notified the moment they do.
- 5
Follow the timeline
Every estimate carries a status timeline: submitted, sent, approved, rejected, invoiced, paid, canceled, reopened. Use it to see what's stalled and needs a follow-up call.
- 6
Turn it into work
Approved estimates convert into a scheduled job with the agreed scope and price. When the work is done, the invoice is generated from the same line items — no rekeying.
Tips and common mistakes
- Send follow-ups within 48 hours. Approval rates drop sharply after that.
- Set an expiration date so pricing on equipment doesn't outlive your supplier quote.
- Cancel dead estimates rather than leaving them open — your pipeline reporting depends on it.