Estimates & online approval
Updated August 28, 2026
Create an estimate from a customer or a lead, build it from your price book (or free-form line items), and send it. Every estimate includes a professional online approval page — the customer opens a link, reviews the scope and price, and approves from their phone.
After approval
An approved estimate flows straight into a job and, when the work's done, into an invoice — line items carry through so you never retype them.
Frequently asked questions
Can customers approve estimates online?
Yes. Every estimate includes a professional online approval page.
Still stuck?
Raise an issue and our support team will get back to you — or jump in and try it yourself.