New verified accounts can use the in-app tutorial. It walks through the dashboard, estimates, customers, schedule, and a simulated estimate without counting that tutorial estimate as a real customer estimate.
Demo workflow
Search the address
Start with the job address so the estimate, customer, services, and measurements stay tied to the correct property.
Add a service
Choose a job type and saved service, or add a custom line item for one-time expenses or charges.
Measure on the map
Use square-foot measuring for areas or linear-foot measuring for fences, edging, gutters, and path-based work.
Review totals
Check services, descriptions, quantities, rates, totals, taxes, discounts, fees, deposits, and customer notes.
Send for approval
Share a customer estimate link by email, text, Gmail, or copy link. Customers can accept, decline, or ask questions.
Schedule and invoice
Schedule accepted work, mark jobs completed, log job time, and create an online invoice with Pro.
What the customer sees
The customer-facing estimate page shows the business details, job address, services, pricing details if enabled, notes, totals, and action buttons. If agreement signing is turned on, the customer must view and sign the agreement before accepting.
- Accept or decline the estimate.
- Change a decision if they need to choose again.
- Send questions, comments, or requests back to the business.
- View required terms and sign electronically when enabled.
What the business tracks
Inside the app, estimates can be opened, edited, deleted, advanced through the workflow, scheduled, marked completed, invoiced, and marked paid. The dashboard summarizes sales, revenue, scheduled jobs, services, customers, and items needing action.
Run the guided tutorial.
Start a free account and walk through a simulated quote before using the app with a real customer.