Start with your pricing
Check fixed prices, measured quantities, packages, extras, minimum charges and how unknown answers are handled. An estimate should make its assumptions clear rather than turn missing information into a made-up price.
Build estimates, configure service prices and prepare preliminary quotes for prospective customers.
Turn job details into useful price guidance
Use your own services, quantities and rates to prepare estimates or help customers explore preliminary prices. Compare tools built for an internal sales team with customer-facing website estimators; their workflows can differ.
Check fixed prices, measured quantities, packages, extras, minimum charges and how unknown answers are handled. An estimate should make its assumptions clear rather than turn missing information into a made-up price.
Decide who answers the questions, when customers see prices and when contact details are requested. Check website installation, mobile presentation and what information accompanies an inquiry.
A preliminary range is different from an accepted binding quote. Confirm which tools provide quote documents, signatures, scheduling, invoicing or payments and which steps belong in another system.
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