Estimates
Sending estimates
Email estimates and share a link with your customer.
Overview
Email estimates and share a link with your customer.
Click Send to email the customer a portal link. You can resend or copy the link for text messages.
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 Customer approval.