Estimates
Available with ReferX + CRMSend the quote, get an answer.
Build a quote from line items, send it as a link, and get a clear yes or no — with the version your customer accepted kept exactly as it was.
Cedar Ridge Heating & Air
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Estimates
Estimate #1042
Prepared for Jordan Ellis · 1420 W Guadalupe Rd
- Subtotal
- $7,960
- Discount
- -$0
- Tax
- $656.70
- Total
- $8,616.70
What you send
A quote they can read on a phone
Your customer gets a link with your business on it, the work laid out, and the price at the bottom. Nothing to download, nothing to sign up for.
Cedar Ridge Heating & Air
(602) 555-0142
Estimate #1042
Prepared for Jordan · valid until Oct 21
- 3-ton condenser and coil
- $5,200
- Installation labour (hours)
- $2,340
- Permit and haul-away
- $420
- Subtotal
- $7,960
- Tax
- $656.70
- Total
- $8,616.70
Happy with this? Accepting lets us know to book the work in.
What comes back
A yes you can act on
Accepted or declined, with the name and the time on the record. A yes becomes a job in one press, with the customer, the address and the work already filled in.
Cedar Ridge Heating & Air
Estimate #1042
Jordan Ellis · $8,616.70
- Sent
- Sep 16, 7:14 AM
- Answered
- Accepted by Jordan Ellis · Sep 16, 4:02 PM
- Valid until
- Oct 21
What they accepted is kept as it is. Changing the price creates a new version, so both are on the record.
Turn it into work
| Carried across |
|---|
| Jordan Ellis |
| 1420 W Guadalupe Rd |
| 3 line items |
| $8,616.70 |
Before you ask
- How does the customer respond?
- They open a page with your business on it, see the line items and total, and accept or decline by typing their name. No account, no app.
- What if the price changes after they accept?
- The version your customer accepted is kept exactly as it was. Changing the price creates a new version, so you can see both what was agreed and what you are proposing now.
- Do the totals come out right?
- Taxes, discounts and totals are calculated automatically as you build the quote. Save before you send, and your customer always gets the latest saved version.
- Can I reuse prices I quote often?
- Saved services fill a line with its name and price in one pick. The price is a starting point — you can change it on the estimate.
Next
Scheduling & jobs→
An accepted estimate becomes a job. Book the visit and track the work to done.