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Perfect for owners and sales teams who need speed + price consistency

Send quotes that close—without slowing down the job

Build accurate quotes in minutes using your JobsiteOn pricebook, add photos and options, then send a customer-ready link to approve. When it's accepted, turn it into a job—no re-entry.

Handshake over a signed agreement

Faster turnaround

Build a complete quote while still on site

Consistent pricing

Quote from your approved pricebook—no guesswork

Higher close rate

Present clear scope and options customers understand

Cleaner handoff

Approved quotes become jobs and invoices automatically

Less chasing

Send reminders and collect deposits online

Pricebook-powered line items

Use standardized services, labor rates, parts, and bundles so every quote is consistent.

  • Service packages + add-ons
  • Labor + materials with margin controls
  • Tax rules and discount permissions
Calculator and budget notes

Options that increase ticket size

Offer "Good / Better / Best" options without rebuilding the estimate from scratch.

  • Optional upgrades and accessories
  • Recommended maintenance add-ons
  • Clear comparison layout

Customer-ready approvals

Customers approve from any device—no printing, no scanning.

  • Online acceptance
  • Signature capture (optional)
  • Instant confirmation to office + tech

Quote → job in one click

Turn approved work into a scheduled job with the scope and pricing already attached.

  • Automatic job creation
  • Carry notes/photos/attachments
  • Trigger scheduling + dispatch workflows
Contractor holding a wrench

How it works

1

Pick a service template

or build from your pricebook

2

Add site notes and photos

include optional upgrades

3

Send a customer link

by text or email

4

Convert to job when approved

and schedule the work

Real workflow examples

See how contractors use this feature in their daily operations

On-site service call estimate

Your tech diagnoses the issue, selects the right service package, and sends an approval link before starting work.

Attach photos for transparency
Capture signature if required
Create invoice from completed work

Replacement options (Good / Better / Best)

Present multiple replacement tiers with clear differences so customers can choose faster.

Bundle equipment + labor + disposal
Add financing note (if applicable)
Convert winning option into a scheduled job

Change order mid-job

When scope changes, send an add-on quote for approval and keep job history clean.

Track versions and approvals
Require manager approval over a threshold
Automatically update job total and invoice

Ready to see it in action?

Start using send quotes that close—without slowing down the job today and transform how you run your business.

Frequently asked questions

Yes. Set discount rules by role and require approvals when quotes exceed your threshold.