Overview

Housecall Pro's Estimating Software is designed to streamline the process of creating and managing job estimates for service contractors. This tool enables users to generate detailed, professional estimates swiftly, enhancing efficiency and accuracy in the quoting process. By leveraging customizable templates and a user-friendly interface, contractors can provide clients with clear and precise quotes, thereby improving customer satisfaction and increasing the likelihood of job acceptance.

Features and Capabilities

• Customizable Templates: Utilize pre-built service options and templates that include your company's branding, allowing for quick and consistent quote generation.
• Digital Signatures: Collect customer approvals directly on estimates via desktop or mobile devices, facilitating faster job confirmations.
• Change Order Management: Easily update and price additional work on-site without disrupting the workflow.
• Sales Proposals: Present multiple service options to clients, including financing options, to accommodate various budgets and preferences.
• Flat-Rate Pricing: Implement a price book customized to your business and industry needs, ensuring consistent and transparent pricing.
• Profitability Tools: Access pre-built pricing based on industry averages and automatically factor in overhead, labor, and materials to protect your margins.
• QuickBooks Integration: Sync expenses and pricing data with QuickBooks for seamless accounting and financial management.
• Mobile Accessibility: Create and send estimates on the go using the Housecall Pro mobile app, ensuring flexibility and responsiveness.
• Customer Communication: Send estimates via text or email and receive instant customer feedback, streamlining the approval process.
• Job Conversion: Convert approved estimates directly into jobs, eliminating the need for duplicate data entry and reducing the risk of errors.