Send customized estimates from the field and win more jobs

Contractor estimating software is a digital tool that helps field service professionals create and send job estimates quickly and accurately. It streamlines the quoting process, reduces manual errors, and increases the likelihood of winning jobs by providing clients with polished, professional proposals.

Workiz’s estimating feature is tailored for service pros in industries like HVAC, plumbing, junk removal, locksmithing, and more. With it, users can build estimates using a centralized price book, customize them on the go, and instantly convert approved estimates into scheduled jobs—all from a single, easy-to-use platform.

Lock in more leads Instantly provide your potential customers with an estimate during a consultation with the Workiz App. With the estimating capabilities, you’ll be one step ahead of your competition and more likely to close the deal.

Stay on time and on budget Offer transparent pricing, making it easier for customers to book emergency services. Ensure you stay within your estimated costs by clearly communicating job cost and time expectations.

Features

• Centralized Price Book: Build estimates using pre-loaded services and automated tax calculations.
• Mobile Estimate Creation: Create and send quotes directly from the job site using the Workiz mobile app.
• Instant Client Approval: Send branded estimates via text or email with one-click acceptance.
• Estimate-to-Job Conversion: Seamlessly turn approved estimates into scheduled jobs and invoices.
• Third-Party Integrations: Connect with Stripe, Zapier, Mailchimp, and more to automate workflows.