Feature

Estimates & Pricing

Turn your service catalog into staff-prepared estimates, then give customers a clear way to review and approve online in their portal.

How it works

From configured pricing to customer approval

Service packages and catalog

Use configured service packages and catalog pricing to build draft estimate lines.

Labor rates

Bring configured labor rates into estimate preparation.

Fleet pricing

Apply fleet rates, discounts, and per-service overrides when adding package lines to draft estimates.

Staff-reviewed estimates

Your team prepares and reviews the draft before sharing it with the customer.

Online approval

Customers review and approve estimates online in their portal.

Product preview

Track incoming inquiries before preparing an estimate

Illustrative sample data.

Lead PipelineIllustrative

Brake noise — 2019 SUV

AI Service Check · New

New

Quote request — timing belt

Instant Quote · Review required

Review

Callback request

Contact form · Contacted

Contacted

Abandoned booking

Step 2 of 4 · Follow-up due

Follow-up

Fleet inquiry — 6 vehicles

Referral · Qualified

Qualified

Staff workflow · Customer portal

Prepared by your team, approved online

Service packages, catalog pricing, labor rates, and fleet pricing feed draft estimates. Customers approve shared estimates in the portal; this is not a public self-serve instant quote form.