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Estimates

Where an estimate starts

• From the client's file — New estimate on the client, in the office.
• From the stop — the tech flags needs estimate on the visit and attaches photos; the draft shows up on the Estimates screen with a Tech badge for the office to price.

Building it

• Line items: item, quantity, price. Pick from the price list (Services) or type a line.
• One-time or Subscription. A subscription has a frequency — weekly, every 2 weeks or monthly — and shows as "$140 / month".
• Deposit on a one-time job: none, or a share due now, with the balance on completion.
• Photos from the stop stay attached.
• Save draft keeps it; Send emails the customer a link. Copy link gives you the same link to text it yourself.

What the customer sees

The link opens on their phone with no account and no app: the line items, the total, the deposit if any, and Approve. They can also decline, with a reason you will see (price, bad timing, chose another provider, no longer needed, other).

After sending

• Statuses: Draft → Sent → Approved → Paid (or Declined / Expired). Valid until is on the estimate.
• No answer ≥ 3 days is a filter on the Estimates screen; Resend sends the same link again.
• Mark accepted when the customer said yes on the phone, by email, by text or in person — the estimate becomes approved and can still be paid from its link.
• Convert an approved estimate into a Job (one-time work; schedule it from Jobs) or a Service (recurring; put it on a route from the Schedule).

Paying

The customer can pay the deposit or the balance by card on the same link; cash or check is Mark paid in the office. See the Payments article.