Enhanced Estimates

Exciting New Feature Update:

Enhanced Estimates Now Available! We’re excited to introduce our newly updated feature designed to make your workflow even smoother—Estimates! With this new tool, you can quickly create, send, and manage estimates directly within the platform. Whether you're pricing out a job, offering potential services, or simply giving your customers a preview of costs, our Estimates feature helps you stay organized, professional, and efficient every step of the way.

Watch a video on how you can close more business with Estimates through Pocomos

You can create an estimate from the navigation bar or directly in the customer's or lead's account.

Click on an estimate from the Estimates report or the Estimates list on a Lead or Customer account to open up the online version of the estimate.

Add unlimited products / services to an estimate. You can make items optional and even recommend certain items.

Here is a sample email template if you would like to use it for your company:

{{ customer_first_name }},

Thank you for asking us to quote on your project.

If you have questions about anything on this estimate, don't hesitate to email us at {{ company_email }}.

To view the details of your estimate, click on the button below:

{{ estimate_public_orange_button }}

Or click on this link: {{ estimate_public_link }}.

Sincerely,

{{ company_name }}

{{ customer_first_name }},

Thank you for asking us to quote on your project.

To view the details of your estimate, click on the link below: {{ estimate_public_link_text }}.

Sincerely,

{{ company_name }}

When the customer clicks on the estimate from their email or text message, they can view the estimate, approve it with a signature, decline it, or request changes

The customer will also be able to see all the quotes you've sent them from the estimates hub.

​