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.

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

Learn how to copy/convert information between jobs and estimates.

Cancel or delete an unneeded quote from your account, or restore an estimate that has been canceled/deleted.

Learn how to configure default estimate settings on web only

Learn how to adjust estimate settings at an individual estimate level.

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