Close the deal on the spot
Build professional estimates from your line item catalog, send them for electronic signature, and get approval before you leave the job site.
Included in every PocketTech plan — $50/seat/month
Build estimates in minutes
Pull from your pre-built line item catalog to assemble estimates quickly. Add labor, materials, equipment, and custom notes.
- Line item catalog with saved pricing
- Custom notes and scope of work per estimate
- Photo attachments for customer clarity
Electronic signatures
Send the estimate to your customer for e-signature. They review, sign on their device, and you get instant notification of approval.
- Mobile-friendly signature capture
- Email delivery with one-tap approve/decline
- Legally binding digital signatures
Track and convert
See which estimates are pending, approved, or declined. Convert approved estimates to invoices instantly.
- Status dashboard for all estimates
- Automated follow-up reminders
- One-tap invoice conversion on approval
Estimates & E-Signatures capabilities
Quick Estimates
Build detailed estimates in minutes from your saved catalog.
E-Signatures
Customers sign digitally on any device — legally binding.
Photo Attachments
Attach job photos to estimates for customer clarity.
Status Tracking
See pending, approved, and declined estimates at a glance.
Instant Alerts
Get notified the moment a customer approves or declines.
Invoice Conversion
Approved estimates become invoices with one tap.