Set up default crews to streamline your estimation process, automatically assigning the right team to each service during estimate creation

Use shortcut icons to quickly add Products, Services, or Bundles to an estimate without searching through lists.

Add all services or products from a single category to an estimate at once, saving time and reducing errors.

Learn how to create, edit, and organize services, products, and bundles for use in estimates, including assigning costs, crews, and favorites to streamline the estimation process.

Build reusable service collections that stay fully editable, schedulable, and billable—giving you cleaner estimates, transparent invoices, and easier client communication.

Designed for better job planning, learn how to set and track consumables such fertilizers for your projects.

Learn how to view, and manage estimate statuses in the system, including default and custom statuses.

Learn how to read the graph of all recorded estimate decline reasons, with filters for date, client, price, services, and estimator, allowing you to analyze trends and view individual estimates.

Discover how to create and manage estimates efficiently for client projects, making sure all essential details are captured before generating a work order.

Lets estimators view all estimates assigned to them, including statuses, revenue, and declined reasons, with interactive graphs and filters for date, quantity, and financial data.

The Estimates List shows all system estimates with details like client, date, status, and services, offering filters, sorting, and quick actions for editing, emailing, or viewing each estimate.