๐Ÿ“‹Estimates

Send a professional estimate
before you leave the driveway

Create estimates in the field from your service catalog, send them by SMS or email and let customers approve with one tap. When they say yes โ€” convert to a job in one click.

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1
Tech creates estimate
2
Customer receives & approves
3
Converts to scheduled job
Estimate
#EST-0312
Valid for 30 days
โ— Awaiting approval
Sarah Wilson
456 Oak Ave, Meridian ID ยท AC not cooling
ServiceQtyPrice
AC Diagnostic & Inspection1$95.00
Refrigerant Recharge (R-410A)3 lbs$135.00
Capacitor Replacement1$85.00
Labor (2 hrs)2$170.00
Subtotal $485.00 ยท Tax $38.80
Total $523.80
โœ“ Approve Estimate
Decline
All estimates
Sarah Wilson
EST-0312 ยท AC Repair
$523.80
Awaiting
Tom Garcia
EST-0311 ยท Panel Upgrade
$1,240.00
Approved
Lisa Chen
EST-0310 ยท Drain Cleaning
$185.00
Converted
Mark Davis
EST-0309 ยท Rekey x3 locks
$145.00
Declined
Amy Brown
EST-0308 ยท Water Heater
$890.00
Approved
In the field
Create estimates anywhere
1-tap
Customer approval
1-click
Convert to job
Real-time
Estimate status tracking

Win more jobs with faster, better estimates

The faster you send an estimate, the more likely you are to win the job.

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Create estimates in the field

Your tech pulls up JobyDesk on their phone, selects services and parts from your catalog, and has a professional estimate ready before they leave the customer's driveway.

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Send by SMS or email instantly

Text or email the estimate to the customer on the spot. They get a link to view and approve it from any device โ€” no printing, no follow-up calls needed.

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Customer approves with one tap

The customer opens the link, reviews the estimate and taps Approve. You get notified instantly and the job is ready to schedule โ€” no paperwork, no back-and-forth.

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Convert estimate to job in one click

Once approved, turn any estimate into a scheduled job with one click. All the details carry over โ€” customer, services, parts, notes. Nothing to re-enter.

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Track estimate status

See every open estimate at a glance โ€” sent, viewed, approved, declined. Follow up with customers who have viewed but not responded. Never let a quote go cold.

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Optional and tiered pricing

Offer good/better/best options or let customers add optional line items. Give customers choices and you win more jobs at higher values.

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"I used to hand-write estimates on a notepad and follow up days later. Now I send the estimate from my phone before I pull out of the driveway. Half my customers approve it before I get to my next job."
B
Brian S.
Owner, Precision Electrical โ€” Tampa, FL
Works great with
Invoicing โ†’Job Management โ†’Customer Portal โ†’Payments โ†’Service Agreements โ†’Reports โ†’

Start winning more jobs with faster estimates

The business that sends the estimate first usually wins the job. Try JobyDesk free.

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