Estimates

Estimates your clients can approve line by line.

Build the quote on site, send it from your phone, and let the client tick the add-ons they want. The total updates live — and what they approve is exactly what you invoice.

Free to start · No credit card · Works on your phone

A quote that sells the upgrade for you.

The best time to offer the better tile, the extra outlet, or the extended warranty is on the estimate, in writing — not mid-job with dust in the air. Crewkat estimates carry a base scope plus clearly priced options your client selects with a tap.

  • Optional add-ons with tick-box approval. Add upgrades as separate priced options; the client ticks what they want and the total recalculates instantly.
  • Only accepted options get billed. When you convert the estimate to an invoice, the base scope plus accepted options flow in — declined options stay out. No disputes about what was agreed.
  • Materials buy list. Turn a won estimate into a materials list so you know what to order before the first trip to the supply house.
  • Professional PDFs. Clean templates with your business details, grouped scope sections, and a clear total — the kind of quote that wins against a number scribbled on a card.
  • Fast to build. Line items with quantities, rates, discounts, and tax; duplicate a past estimate when a similar job comes in.

From walkthrough to signed-off quote.

1

Build it on site

Walk the job with your phone out. Add the base scope line by line, then the nice-to-haves as priced options — premium materials, extra work, upgrades.

2

Send the link

Your client opens the estimate from a secure link — no account needed. They read the scope, tick the options they want, and watch the total update. See the client portal.

3

Convert when it's won

Approved estimate becomes the contract paperwork and, at billing time, the invoice — same numbers, start to finish.

What was quoted is what was agreed.

Most change-order fights start with "I thought that was included." A Crewkat estimate spells the base scope out line by line and lists every upgrade separately, so the boundary of the job is on paper before anyone swings a hammer. When the client wants more mid-job, that's a change order — see contracts & change orders.

Quote at the kitchen table, not at midnight.

Estimates live with the job they belong to, next to the photos you took on the walkthrough. Build the quote while the measurements are fresh, send it the same day, and be the contractor who got back first — with the most professional-looking number.

Estimates, answered.

How do optional add-ons work?

Mark any line as an option with its own price. On the client's link, options show as tick boxes: ticking one adds it to the total. When you invoice, only the options the client accepted are included.

Can the estimate become my materials order?

Yes. A won estimate generates a materials buy list from its line items, so ordering for the job starts from what was actually sold.

Do estimates cost extra?

Estimates and invoices share the free plan's 3 documents a month; Premium is unlimited for $19/month. Details on pricing.

Quote the next job before you leave it.

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