The Housecall Pro Estimates experience has been updated with a refreshed layout and several new features designed to save you time. If you used estimates before this update, your existing estimates are all still there - nothing was lost.

Here's what's changed and how to use it.

Updated estimate page layout

The estimate details page has been reorganized so it's easier to see what belongs to the whole estimate versus a specific option.

The estimate header now shows key details at a glance: assigned employee, expiration date, and customer approval settings

You can now name an estimate the same way you name a job - click the pencil icon next to the estimate title

Option tabs have moved lower on the page, below the estimate-level details, so the separation between estimate and option is clearer

Attachments and tags now appear at the option level, so you can attach files specific to each pricing option

Summary of work

Estimates now have a Summary of Work field - a customer-facing description of the scope that appears on the estimate you send. This field did not exist in the previous experience.

To add a summary of work:

Open an estimate

Locate the Summary of work section on the body of the page

Click the plus icon to open the field

Type your summary, or use Write it for me to generate one automatically (see below)

Save when done.

The summary applies to the entire estimate, not individual options - your customer will see it regardless of which option they choose.

Using "Write it for me"

Write it for me uses AI to draft a professional summary based on the line items in your estimate. It takes seconds and gives you a ready-to-edit starting point.

Add your line items to the estimate first - the more detail you include, the better the output.

Click Write it for me in the Summary of work section.

Review the generated text - it pulls from your service names and descriptions.

Edit to match your voice or add anything specific to this job.

Save.

🛠️ Pro Tip: Write it for me is especially useful when you're sending multiple estimates in a row. Draft once, adjust as needed, send faster.

Cancel or delete an estimate

You can now cancel or delete an entire estimate in a single action. Previously, you could only cancel or delete individual options, not the whole estimate.

Cancel removes the estimate from your active pipeline and marks it as inactive. Use this when a job didn't move forward, but you want to keep a record.

Delete permanently removes the estimate. Use this to clean up duplicates, test estimates, or anything you no longer need.

To cancel or delete an estimate (web):

Open the estimate

Click the More icon (three dots) in the upper-right corner of the estimate header

Select Cancel estimate or Delete estimate

Confirm when prompted.

📌 Note: Canceling an estimate cancels all options within it in one action. Deleted estimates cannot be recovered.

Add options to an estimate (Good, Better, Best)

Multi-option estimates let you present multiple pricing tiers in one estimate. Your customer receives a single estimate and selects the option they want to approve.

To add an option: