---
title: Estimates — price it, send a link, the customer approves from their phone
snippet: Send an estimate by link: the customer opens it on their phone with no account, sees the items, total and deposit, and approves or declines with a reason.
keywords: estimate, estimates, quote, proposal, line items, deposit, subscription, send, link, approve, approved, declined, resend, convert, job, service, needs estimate, photos
---

# 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.