Estimates

Expiration

Set expiry dates so old quotes do not get approved by mistake.

1 min read Updated Jun 25, 2026

Overview

Set expiry dates so old quotes do not get approved by mistake.

Set expiry on send. Expired estimates cannot be approved without extending the date in the office.

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.

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