Housecall Pro

Collect Deposits on Estimates

How to Send an Estimate

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.

Estimate and Sales Proposal Templates

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

Add Estimate Options from Templates on Web and Mobile

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

How to Use Multi-Option Estimates (Web & Mobile)

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

Estimates: Approvals and Signatures

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

How to Copy or Convert Jobs and Estimates

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

How to Cancel, Delete, and Restore Estimates

Learn how to configure default estimate settings on web only

Configure Default Estimate Settings

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

Adjust Individual Estimate Settings on Web or Mobile

Print an estimate or invoice from your mobile app on the iPhone.

Estimates: How to Preview, Download, & Print

E-Signatures protect your business from disputes and other liabilities by letting you gather proof of approval before work begins.

E-Signatures on Estimates

This article explains how to sell jobs more efficiently by creating an estimate directly from an ongoing job.

Estimates on Jobs

This article explains how you can simplify your business operations by setting a default expiration period for all future estimates.

Estimates: Configure Default Expiration Dates

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Estimates

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