Ask for the project basics
Collect the category, location, budget, timing and customer note.
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Features / New work
Starter
Start the estimate with the useful details.
Collect the project details first, then keep the estimate and decision in one clear history.
Work that needs a little context before anyone can name a price.
New work
Deck replacement
StageReviewingIn progress
Budget$15k–$25k
Estimate$18,400Shared
The request keeps its customer, project details, estimate and status changes together.
How it works
Three steps to get it working.
Review and add the estimate
Keep an internal note and record the amount when enough is known.
↗Move it through the decision
Track reviewing, sent, accepted or declined without losing the original request.
↗What quotes & estimates helps you do.
The useful details stay beside the website, where they are easier to update and easier for customers to find.
Better first conversations
Start with the address, budget and timing instead of asking for them again.
A simple estimate amount
Record the current amount beside the request and customer.
A status history that stays put
See how the request moved from new to reviewing, sent and decided.
In practice
What this looks like in a real week.
A project request before the site visit
Collect the place, rough budget and timing before scheduling a drive.
See contractors & home servicesAn estimate tied to the repair request
Keep the customer’s description and the amount in the same history.
See automotive & repairA commission with a useful brief
Ask about scope, budget and timing before starting a proposal conversation.
See creative & portfolio
Good to know
Clear boundaries, before you start.
- Quotes record a request, estimate amount and status. They do not create invoices, contracts, signatures or accounting records.
These details describe how the tool works today.
Questions
Short answers.
Can customers ask for a quote from the site?
Yes. The public request collects their contact and project details.
Can I record an estimate amount?
Yes. Add the current estimate while the request is under review.
Does this send an invoice or contract?
No. Use the quote history to manage the request, then handle formal documents through your normal process.
New work
Create a free site ↗Make quotes & estimates part of the site.
Quotes & Estimates is included with Starter. Start the site free and add it when it helps.