Creating a Quick Estimate

Once you've unlocked a conversation and know enough to price the job, you build the estimate right there — no separate tool, no leaving the thread.

1. Open the + menu next to your reply box

Next to your reply box is a + icon. Clicking it gives you three ways to send an estimate: Create Quick Estimate (build one from scratch for this specific job), Attach Estimate (reuse a saved estimate that isn't tied to a request yet), or Build Estimate from Template (if you've saved any templates). This walkthrough covers Create Quick Estimate — the one you fill out fresh for the job in front of you.

2. Give it a short description, then the real detail

Description is a 140-character summary — something like "Full interior + exterior detail" — that shows on the estimate card itself. Estimate Details is the fuller write-up: a rich text field for anything the short summary doesn't cover.

3. Line Items are what actually add up to the total

Add one row per line item — a label and a dollar amount — and the Total at the bottom updates as you go. This is the number the customer sees as your price for the job.

4. Additional Options are extras, not alternatives to the total

Anything you add under Additional Options — ceramic coating, an add-on service, whatever — sits separately from the Total. It isn't folded into your base price; it's something the customer can see is available on top of it.

5. Availability lets you share open days right on the estimate

Toggle the days you can do the job and set a time window for each. This puts your actual availability in front of the customer without typing it out in the chat — you can still nail down the exact time in the conversation itself.

6. Saving stages it — sending is a separate step

Clicking Save and Attach doesn't send anything yet. It stages the estimate as a preview above your reply box. You still have to hit send (or press Enter) for it to actually post in the conversation — that's the moment the customer can see it and award you the job.