Estimates
Creating estimates
Build a professional quote with line items and terms.
Overview
Build a professional quote with line items and terms.
From a customer page, click New estimate, add line items from templates or scratch, set expiry date, and preview the branded PDF.
Professional quotes
Build estimates with line items, optional photos, and terms your attorney already approved. Send by email; customers approve from the portal.
Tip
Photograph the tree or hazard on the lead record before you write the quote — it helps justify price when the customer compares vendors.
Next step
Continue with Sending estimates.