Creating Professional Estimates
Learn how to create compelling estimates that convert prospects into customers and build trust with your clients.
Quick Start Guide
Add Client Information
Enter your client's details or select from existing customers
Add Services & Items
Select from your catalog or create custom items with photos
Share & Track
Send the estimate link and track when clients view it
Best Practices for Professional Estimates
Use Professional Product Photos
High-quality photos on clean white backgrounds significantly increase estimate acceptance rates. Professional photos build trust and help clients visualize the final result.
- Clean white or neutral backgrounds
- Good lighting without harsh shadows
- Multiple angles showing product details
- High resolution (at least 1000px width)
Professional Product Photo
Clean background, good lighting
Include Multiple Photos Per Item
Adding multiple photos per item increases conversion rates by up to 40%. Include both professional product shots and lifestyle photos showing the item in real-world settings.
Multiple photos give clients confidence
Include Your About Us Section
Including an About Us section in your estimates builds trust and credibility. Clients want to know who they're working with and why they should choose your business.
- Years of experience and expertise
- Certifications and qualifications
- Your company's mission and values
- What makes you unique
About Our Company
With over 15 years of experience in the industry, we specialize in delivering high-quality solutions...
Our certified team is committed to excellence and customer satisfaction...
We use only the finest materials and latest techniques...
Step-by-Step: Creating Your First Estimate
Navigate to Create Estimate
From your dashboard, click on "Estimates" in the sidebar, then click the "Create Estimate" button.
Add Client Information
Fill in your client's details. You can search for existing customers or add new client information.
Add Items and Services
Select items from your catalog or create custom items. Include photos, descriptions, and pricing.
Review and Create
Review your estimate details, add any notes, set expiration date, and create the estimate.
The Digital Advantage: Close Deals Instantly
One-Click Approval Power
Unlike static PDFs, your digital estimates include an "Approve Estimate" button right on the page. Customers can approve projects instantly without phone calls, emails, or printing documents.
Kitchen Renovation Estimate
Sent to: sarah@homeowner.com
Share This Estimate
Easy sharing with decision makers
Easy Sharing = Faster Decisions
Your customers can instantly share estimate links with spouses, business partners, or anyone else involved in the decision. No email attachments, no file downloads - just a simple link.
Live Updates - No New Links Needed
Need to change a price or update an item? With digital estimates, you edit from your dashboard and customers instantly see the changes using their original link. No awkward "Here's the updated PDF" emails.
Your Dashboard
Customer's View
Pro Tips for Higher Conversion Rates
Respond Quickly
Send estimates within 24 hours of the initial inquiry. Fast response times show professionalism and increase your chances of winning the job.
Be Detailed
Include detailed descriptions of work to be performed. Clear scope prevents misunderstandings and builds trust.
Transparent Pricing
Break down costs clearly. Show materials and labor separately when appropriate. Transparency builds confidence.
Set Expiration Dates
Include reasonable expiration dates to create urgency. 30 days is typically appropriate for most estimates.
Ready to Create Professional Estimates?
Start creating estimates that convert prospects into customers and grow your business.