Most estimates are done out in the field, but other systems require you to go back to the office to finalize and send them. This means you spend more time sending the estimate to the customer, which is slow and could cost you the job.
With our mobile estimates, you can quickly create beautiful quotes using ready-to-go templates. Minimize errors, reduce effort, and speed up the time it takes to send winning, professional estimates to your customers. Then email estimates or collect signature right from our mobile app. Our mobile apps allow you to quickly create estimates out in the field and send them directly to customers by email. Estimates created out in the field are also automatically synced so your office staff can access them instantly.
Highlights of using Mobile Estimates software
- Fully-customizable design
- Reusable estimate templates
- Automated estimate approvals
- Quickly create or import your price lists
- Email estimates with just a click
- Capture electronic signatures
Bring your current esimate design with you. Our estimates are customizable. If you don’t have a design, don’t worry–we have a gallery of professionally-designed templates for you to select from and customize!
Reusable estimate templates (item groups)
If you use the same estimates over and over and just need to make small adjustments, you can create a reusable estimate template (or item groups/kits) that can be easily copied to save time and headaches.
Automated estimated approvals
Allow your customers to easily approve estimates from the convenience of their inbox. Once approved, you’ll receive a real-time alert so you can connect with the customer quickly.
Easily convert estimates into jobs
Save time by copying over all of the information from your estimate to a job with just a click. It is easy and reduces delays and double-data entry. You can also copy estimates to an invoice.
Take deposits before starting a job
Take deposits by credit card and record them in the estimate before starting a job. You can also capture an electronic signature to confirm the customer’s approval.
Take Your Field Service Company to the Next Level with mHelpDesk
See all of mHelpDesk’s Features
Generate More Leads | End-to-End Job Management | Mobile Access | Customer Tools | Billing and Payments | Reporting | Integrations