Impress customers with a formal quote in their inbox that you can track in Project 2 Payment. All estimates are scheduled as one-time occurrences. Once approved, it will instantly convert to a project. Estimates for recurring projects is on the roadmap for a future release.
Building your estimate
All you need to get started is a unique project name, customer information (name and email address), the project address, and proposed project dates (optional). Use items from your item library to add work detail and pricing. If existing items are close enough, add them anyway instead of creating a new item. You can edit items on the project without updating the library.
Down payment
If you would like to require a down payment, you can set a certain percentage or a fixed dollar amount to determine the amount due.
Approval process
As soon as you create the estimate, an email is sent to your customer with a link to view the project. If any changes are requested, you can edit the estimate and resend as many times as is necessary.
If there isn't a down payment, the customer will click a button to approve the project. If a down payment is required, they are presented with a payment page. Submitting the down payment automatically approves the project.