---
title: "Estimates and approvals — JobOpsPro Learning"
url: https://jobopspro.com/learning/estimates-and-approvals
description: "Build good / better / best options and send them for customer approval."
lang: en
---

All learning topics (https://jobopspro.com/learning)

# Estimates and approvals

Build good / better / best options and send them for customer approval.

7 min read For sales, technicians, and owners

## 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. 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. 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. 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. 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. 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. 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.

Try It In The Demo Company: https://jobopspro.com/auth?demo=true
Get Help: https://jobopspro.com/support

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