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ESTIMATES & APPROVALS

Agree the work before you book the visit.

Prepare estimates from leads, share browser approval links, and keep the agreed scope with the job.

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Willow Service Co. Interactive example

ESTIMATE #1042

Kitchen faucet replacement

Alex Morgan · 18 Willow Lane
Awaiting approval
Replacement faucet$180.00
Installation · 2h × $85$170.00
Estimate total$350.00

Open the estimate to see what your customer sees.

Fictional example. Changes stay in this preview; no customer is contacted.

01

Start with the request

Create an estimate directly from a lead. You do not need to schedule a visit first.

02

Make the scope clear

Add the work, line items, pricing, and validity before finalizing the estimate.

03

Give customers a browser link

Customers can review and approve without installing an app.

04

Keep the next step connected

Revise the scope when needed and prepare an invoice from an approved estimate.

Keep the rest of the job connected.

Scheduling & assignment Invoicing Customer & address history Explore your trade