ServiceFlow Pro Docs
Estimates & Quotes

Estimates List & Detail

Create, send, approve, and convert estimates to jobs.
6 min read

Estimates Overview

Create, send, approve, and convert estimates from the list and detail pages.

Overview

Estimates (/estimates) holds all proposals. Open /estimates/:id for detail actions (send, approve, PDF, convert to job, deposits). Use /estimates/new for the multi-option builder or legacy form flows.

How to access

AreaMenu pathRoute
Estimate listEstimates/estimates
New estimateNew Estimate/estimates/new
Estimate detailClick a row/estimates/:id
Edit estimateDetail actions/estimates/:id/edit
PDF previewDetail / send flow/estimates/:id/pdf
Pipeline boardList toggle Board/estimates/board
Requires estimates:view (and create/update/delete for mutating actions).

What you can do today

  • Search, filter, and sort estimates; view KPI summary tiles.
  • Create estimates via Estimate Builder at /estimates/new.
  • Send estimates by email/SMS when communications are configured.
  • Track statuses: draft, sent, viewed, approved, declined, voided, converted.
  • Approve or decline from detail (staff-side).
  • Convert to job after approval.
  • Preview customer-facing PDF at /estimates/:id/pdf.
  • Configure deposit required and amount on the estimate (collection is separate — see Estimate Deposits).
  • Resend or send deposit invoice from detail Actions when deposits apply.

Prerequisites

  • At least one customer (or create inline from the builder).
  • Price book items (optional) for fast line entry.
  • Email/SMS provider configured under Settings → Integrations to send estimates.
  • Stripe (or active payment processor) for deposit payment links.

Step-by-step

Create and send an estimate

  1. Go to Estimates → New Estimate (/estimates/new).
  2. Select customer, job description, and line items (see Estimate Builder).
  3. Save as draft or proceed to send.
  4. Open /estimates/:id → Send — choose recipients and channel.
  5. Track status as the customer views or responds.

Approve and convert to a job

  1. Open the estimate detail page.
  2. When the customer approves (portal or staff approval action), status becomes approved.
  3. Choose Convert to Job — ServiceFlow creates a linked job and marks the estimate converted.
  4. Open the new job from the success link or customer record.

Void an estimate

  1. On detail, use Void from Actions.
  2. Voided estimates cannot be moved on the pipeline board.

Current limitations

  • Customer portal acceptance depends on portal and notification configuration.
  • Stock warnings in the builder reflect inventory at save time; receiving POs later does not auto-update sent estimates.
  • AI assistant panels require OpenAI — see AI-Assisted Estimating.

Related features