Mar 17
Professional estimates.
I would like estimates to be in a similar format to the invoices. They can then be saved and look better than the current system which is an email and lacks professional look.
Pending
May 19, 2025
I am in full agreement. I used to be a remodeling contractor and used a program called "ContractorTools" ( Mac OS) and seamlessly allowed me to build an estimate, send the estimate, convert into invoice with a button click (it worked very much the same with payments by stripe through the invoice email). I can't tell you how many times my customers would rave about how professional and clean it looked.
Nov 3, 2023
This would be good and the ability to convert estimates to work orders and invoices.
Apr 21, 2021
Yes I agree
Apr 16, 2021
Yes, please.
I do too really think this needs improved. We have made our email as professional and as easy to navigate as possible but I do feel like we are lacking in this area. I think being able to send an estimate with different fields and then the client can accept and automatically run a deposit would be GOLDEN!!!!!!