Estimates & Quotes
Create professional estimates with Good/Better/Best options
Creating Estimates
Click Estimates → New Estimate
Select the customer
Add line items and options
Set expiration date
Send to customer
Good/Better/Best Pricing
Present customers with tiered options:
Good
Basic solution, lowest cost
Better
Mid-range with more features
Best
Premium option, full solution
Estimate Options
Create multiple options within one estimate to give customers choices. They can compare options side-by-side and select the one that fits their needs and budget.
Customer Approval
Email Sent
Customer receives estimate link
Review
They review and select an option
Sign
Digital signature to approve
Auto-Convert
Estimate converts to job automatically
Estimate to Invoice
One-Click Conversion
Approved estimates can be converted to invoices with one click after work is complete. All line items and pricing carry over automatically.
Pro Tip
Use Good/Better/Best options to increase your average ticket size. Studies show that customers often choose the middle option when presented with three choices.