Quote

Estimates that close on the driveway. Signed before you leave.

Branded estimates with photos, tiered options, and on-site signature. Customers say yes 2.4× more often when they can pick a tier instead of accepting or declining a single number.

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Avg close rate: 64% · Median sign-time: 14 minutes after estimate sent

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📷 Estimate detail screenshot

An estimate document with three tiered options (Good / Better / Best), photo evidence, line-item breakdown, and a signature pad at the bottom.

How it works

From walk-up to signed estimate in three steps.

STEP 01

Pull a template

Trade-specific templates with your line-item catalog and price book pre-loaded. Customize once, reuse forever.

STEP 02

Snap, price, send

Photos from the truck attach to line items. Margins, taxes, and tiers calculate live as you build.

STEP 03

Customer signs in place

Mobile-first viewer. Tap a tier, sign with a finger, deposit goes through Pay automatically.

What's inside

Built for the way home-service work is actually sold.

Generic CRM tools force you to write paragraphs. Quote gives you the specific surface a service estimate needs.

01

Tiered options

Good / Better / Best built in. Customers pick a tier 2.4× more often than they accept a flat number.

02

Photo evidence

Attach truck-side photos directly to line items. Removes 'why so much?' phone calls.

03

Live price book

Cost, markup, and margin calculate live. Update prices once and every active estimate refreshes.

04

Trade templates

HVAC, plumbing, roofing, lawn — pre-built line-item catalogs you can fork and own.

05

On-site signing

Mobile signature pad. Deposit captured the moment the customer signs.

06

Win/loss tracking

See which tiers, which techs, and which trades close — and what they leave on the table.

Anatomy

Inside a Homespace estimate.

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📷 Estimate document

Estimate doc — your logo, customer block, three side-by-side tier columns with prices, line items beneath, signature pad.

01

Tier columns

Three side-by-side options force a yes-to-which conversation, not yes-or-no.

02

Photo proof

Drop photos straight from the truck. Each one tied to a line item.

03

Live margin

Internal margin badge shows the tech if a tier is too thin to send.

04

Signature pad

Customer signs with a finger. Deposit charged the same second.

05

Auto-handoff

Signed estimate becomes a Schedule job draft, with parts already on the materials list.

Why tiers win

Single-price vs. tiered estimates — measured across 12,400 Homespace shops.

Metric

Single price

Tiered (G / B / B)

Close rate

26%

64%

Avg ticket lift

—

+38%

Time-to-sign (median)

2.3 days

14 min

Discount asks per estimate

0.81

0.12

Customer satisfaction (post-job)

4.2 / 5

4.8 / 5

From the field

"I stopped writing one number on a sticky note. Three tiers, one estimate, signed before I'm back in the truck. The middle tier is the new normal — that's pure margin."

Marcus Reilly

Owner, Reilly Mechanical

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