Estimates

Pipeline & Opportunity Management

← Dashboard
Housecall Pro estimates in selected view
—
Imported Pipeline Value
$—
Won Estimates
—
Close Rate
—

Dashboard estimates

Build an estimate with scope and priced items, then record customer approval and turn it into Chris's job.

+ Create estimate
Loading dashboard estimates…

Estimate & Scope Writer

Optional writing help for scope wording; create and track the actual estimate in Dashboard estimates above.

Imported Housecall Pro Estimates

Loading estimates…

Estimate details

Turn approved estimate into a job

This creates an unscheduled job assigned to Chris and a draft billing review. Check Housecall Pro first: an older approved estimate may already have a job.

Approved estimate items

Use the approved estimate to enter each item and its price. These will start the job's draft invoice; materials added later remain separate until reviewed.

Entered total: $0.00