Housecall Pro

Learn how to easily create and schedule new estimates or quotes

How to create an estimate

Create templates for estimates and proposals on web to quickly and efficiently present details to customers with greater consistency.

Use templates to quickly send or present pre-built options to your customers

Give your customers multiple estimate options of services to choose from.

Choose the reply-to email address when sending estimates. They will receive replies & updates when a customer approves the estimate.

Mark your estimates as approved or let your customer do it for you!

Once your customer has approved an estimate, copy the information over to a new job/invoice and schedule the work to be completed.

Remove an unneeded quote from your account

Learn how to configure default estimate settings on web only

Learn how to adjust estimate settings on an individual estimate level

We'll walk you through how to edit your estimate email body, subject line and SMS for future estimates you send out.

Create a new estimate by copying the estimate information from an existing option.

Learn how to copy multiple options from one estimate into a single job

Find answers and get help from Intercom Support and Community Experts

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