Trades Workflow feature

Estimate Software for Contractors

Create professional service estimates and Good/Better/Best options that are easier for customers to approve.

What it does

Trades Workflow estimates help teams present repair and replacement options, attach line items, reuse price book details, and move approved work toward scheduling or billing.

Why contractors need it

Better estimates reduce confusion and support larger average tickets without forcing the office to rebuild the same proposal over and over.

Example workflow

For a water heater replacement, the office sends Good, Better, and Best options with clear inclusions, so the customer can choose without needing a long back-and-forth call.

What to expect

• Option-based estimates
• Line items from price book data
• Customer-ready proposal pages
• Approved work can move forward cleanly

Related product areas

Work order software | Contractor dispatch software | Field technician app | Field service software pricing