Estimate and quote software with good, better, best options

You build the quote, send it by email or copy the link, and the customer approves it with a typed name and a drawn signature. That approval makes the job, so nothing is retyped between the quote and the schedule.

1. Start from the customer's request, a blank quote or one of your templates. A request from your booking page arrives with the services already on it.
2. Add lines from your price list. Sizes come from the Measure button or from what is saved on the property.
3. Add a second and third option if you want them. Mark any line "Customer can add this" to make it an add-on.
4. Send by email, or copy the link and text it from your own phone.
5. The customer picks an option, ticks add-ons, signs and taps Approve. The total updates as they choose.
6. The job appears in the dispatch tray with the approved lines, the lead moves to Won, and the customer gets a link to pick a day.

Options turn "should I hire them?" into "which one do I want?". A customer comparing your own three prices is not shopping you against the next company. Read more in our guide to good, better, best quotes.

A common set for a house: Good is the house wash, Better adds the driveway and walks, Best adds the roof soft wash and gutter brightening. Options sit side by side on a laptop or tablet and stack on a phone. Add-ons never sneak into the headline total: the quote list, the pipeline value and the email all show them separately, as "+ $165 in add-ons".

Set the service to price per square foot and give it a minimum charge. When a small job comes in under the minimum, the line says so ("2,000 sq ft comes to $320, the minimum"), so the customer understands the price and the rep doesn't have to explain it.

Each service on the price list is priced one of three ways:

• Flat: one price, such as a dryer vent cleaning.
• Per unit: square foot, linear foot, hour or each, with an optional minimum charge.
• Size ranges: 2 to 20 ranges, such as "2,000 to 2,999 sq ft: $399". The last range can add a per-unit price above it, so a very large house still prices correctly.

Every price can have a separate commercial price, used automatically when the lead is commercial or the customer is an HOA or business. A rep can set a custom price on a line: the team sees "Custom price (list $399)", the customer sees only the price, and the change goes in the history. If you want a reason every time, turn on "Custom prices need a reason". Try the pressure washing price calculator to sanity-check your own numbers.

Yes. The Measure button on a square-foot or linear-foot line takes each area's length and width (up to 20 areas) and an optional waste or overlap allowance, then fills in the quantity. The customer's page prints the measurements, such as "Driveway 60 × 20 ft · Walkway 30 × 4 ft · +10% waste", so the price shows its working.

When the quote is sent, the measurements are saved on the property. Next spring's quote offers them as chips under "Saved on this property", and a service plan can reuse them.

Bundles come in two kinds. A services bundle gives a percentage off by how many services are on the option. A package bundle prices named services together ("$649 together" or "$50 off together"). Bundles can be limited to homes or commercial and can need a minimum spend. They never stack: the best one applies. An unticked add-on even shows what ticking it saves ("Add gutter brightening +$165 · save $35").

Yes. Presentation mode opens the quote full screen on a tablet with big type and big buttons. The customer taps an option and add-ons, and signs on your screen. It shows only what the customer's own page shows, so internal notes, list prices and commission never appear.

Templates make on-site quoting fast. Save up to 50, each with up to three options, add-ons, an intro message, terms and a deposit line. Templates read today's price list when they are used, so a price change never leaves an old template behind. A line can be pinned to a fixed price when you mean it.

Birdy counts every time the customer opens the quote and tells the rep when to call. By default, the second open puts "Call Maria Lopez: viewed the quote twice" on the rep's Today screen, because a customer reading a quote twice is deciding.

• Follow-up emails can go out on day 2 and day 5 if the quote is still open.
• Each quote is good for 30 days by default. After that the customer sees "This quote has expired" and a number to call.
• "New version" makes v2. The old link says the quote was updated and points to the new one.
• History shows every send, view, approval (with the signer) and decline (with the reason).