Products / Estimates and invoices

On-site estimate app

on-site estimate app. Price the job, send the estimate, turn it into an invoice, and take a card or a financing link before you leave.

How it works

  1. Price the job from your book, with Good, Better, and Best when you offer more than one option.
  2. Send the branded estimate. HVAC shops can start from a Comfort Proposal. Garage door shops can use the quote builder.
  3. Turn the accepted estimate into an invoice and take a card, a pay link, or Affirm financing before you leave.
on-site estimate app prices the job from the book, sends the estimate, and turns it into an invoice.

What you can do

  • Pricing

    Get a price suggestion from the job, then adjust it before you send it.

  • Branded estimates

    Send an estimate in your brand, including Good, Better, and Best.

  • Trade quotes

    HVAC shops start from a Comfort Proposal. Garage door shops use the quote builder.

  • Estimate to invoice

    The accepted estimate becomes the invoice on the same job.

  • Getting paid

    Take a card, send a pay link, or offer Affirm financing on that invoice.

Questions

What is on-site estimate app?

Price the job, send the estimate, turn it into an invoice, and take a card or a financing link before you leave.

How does Estimates and invoices work?

Price the job from your book, with Good, Better, and Best when you offer more than one option. Send the branded estimate. HVAC shops can start from a Comfort Proposal. Garage door shops can use the quote builder. Turn the accepted estimate into an invoice and take a card, a pay link, or Affirm financing before you leave.

How do I start?

Create a ServiceFlow Pro account and use Estimates and invoices on a real job. For crews that price from the book, send a professional estimate, and collect on the same job.

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