Quick Estimates allow you to send fast, simple estimates without requiring full customer information or a formal estimate setup. These are perfect for quoting cold leads, walk-ups, or any time you want to move quickly without saving a full customer profile.
Quick Estimate vs. Standard Estimate
Quick Estimates are designed for speed and flexibility, allowing you to send pricing with or without customer info, while Standard Estimates offer a more detailed quoting process with full client records, scheduling options, and follow-up tools.
Quick Estimates:
Quick Estimates:
Faster, flexible quoting: Great for cold leads, in-person quotes, or when you’re in a rush.
Customer info optional: You can send an estimate without filling out customer details—but you still can include them if desired.
Different interface: The layout is streamlined, starting directly with service and pricing inputs.
Standard Estimates:
Standard Estimates:
Full customer flow: Designed for complete, detailed quotes with all customer details.
Better suited for repeat customers: Standard Estimates are ideal when building full client records.
For More Info: View Standard Estimate Article
When Should You Use a Quick Estimate?
You're quoting someone on the spot and want to move fast
You're testing pricing or sending cold outreach estimates
You don’t want to create a full customer record yet
How To Create a Quick Estimate
Step 1: Start an Estimate
Tap "Create Estimate" from your Dashboard or Estimates tab
Step 2: Select Estimate Type
Choose the Quick Estimate button.
Step 3: Enter Customer Details (Optional)
Choose or create a customer contact.
Customer Details can be left blank.
Step 4: Add Services to the Estimate
Choose the service(s) and price you want to include in the quick estimate.
Step 5: Billing Information (Optional)
Add in:
Discounts
Tax
Deposit
Step 6: Additional Information (Optional)
Add any photos, terms, footers, or a client message.
Step 7: Save or Send
Press 'Save & Continue'
Once you've viewed the preview of the quick estimate, you can either Exit & Save or send it immediately via text, email or link.
Once sent/saved, Quick Estimates appear in your Estimates tab. You'll notice a few key differences:
They say “No Customer” (if you didn’t enter a customer)
You’ll only see these options:
Schedule
Invoice (you’ll need to add a customer here)
Decline
Paid
FAQs
Can I convert a quick estimate to a standard estimate?
Can I convert a quick estimate to a standard estimate?
Not directly. However, you can create an invoice from a Quick Estimate, and during that process, add full customer information.
Can I add customer info to a Quick estimate?
Can I add customer info to a Quick estimate?
Yes. Customer info is optional. You can fill it in or skip it entirely.
Do Quick Estimates show up differently in the Estimates tab?
Do Quick Estimates show up differently in the Estimates tab?
Yes. Quick estimates display a unique icon (2 triangles) in the Estimates Tab.
Can I schedule from a Quick Estimate?
Can I schedule from a Quick Estimate?
Yes. You can schedule, invoice, decline, or mark it as paid—just like a standard estimate.
Are Quick Estimates included in Analytics or Reporting?
Are Quick Estimates included in Analytics or Reporting?
Yes. They are included in your pipeline totals and financial reporting, just like standard estimates.