Manuall Help Back to app

Estimates

Build quotes from the Price Book, send for approval, collect a deposit, convert to a job.

Estimates are your formal quotes, the customer-facing "here's what it'll cost". For the end-to-end flow with deposits and conversion, see Estimates & Deposits.

Fields that matter

  • Customer, with an optional Lead back-reference.
  • Service address: defaults from the customer; override if needed.
  • Line items: services, parts, and custom lines.
  • Tax rate.
  • Deposit % or Deposit $.
  • Expiry date: defaults to 30 days out.
  • Notes: shown on the portal and the print view.

Status

The common path is Draft -> Sent -> Approved -> converted to a job. A customer can decline it, ask for a revision, or let it lapse to Expired past its expiry date. Status is a fixed set, so a stray value can't slip in.

The Estimates list with customer, status, total, valid-until, and created columns
The Estimates list, color-coded by status.

Customer-tier auto-default

When you add a service from the Price Book, the price tier auto-selects:

  • Customer Type = Commercial -> Commercial price.
  • Customer flagged Member -> Member price.
  • Otherwise -> Default price.

Override per line if you need to.

The Price Book with Default, Member, and Commercial price columns per service
Prices come from the Price Book, which carries Default, Member, and Commercial tiers.

Deposit on approval

Set a Deposit % or Deposit $ and the portal's Approve button becomes "Approve & Pay $X Deposit". On click, the estimate is marked Approved, a deposit invoice is minted, and Stripe Checkout opens. Once the charge settles, the deposit is recorded as collected.

An estimate detail with three service line items, subtotal, tax, total, and a Deposit Required line showing 25 percent of the total
An estimate with a 25% deposit set: the deposit shows here and drives the portal's approve button.

Convert to a job

Convert an approved estimate to a job: the line items copy over, the estimate is marked Approved, and the new job starts at New. Pick a Job Template (or skip), then set a scheduled time and tech, or click Suggest Slots.

Print view

Logo, business info, line items, total, notes. Opens in a new tab; print to PDF from the browser.

Plan tier

Estimates is on every plan.