Contractor estimate software

Send a professional estimate before you leave the job site

Build from saved pricing or custom work, control what the customer sees, and let them accept, decline, or request changes from any phone.

No credit card · Every feature included · Web, tablet, and phone

HomePipelineSchedule4 crew online
12
Leads to follow up
6
Estimates awaiting reply
$46.5k
Scheduled this week
Active pipelineValue
Martinez Residence
Quoted
$8,200
Thompson Office
Contacted
$12,500
Wilson Home
New
$3,100

Today's route

Wednesday, Aug 12

3 jobs
8:00
Martinez roof repair
Team AlphaIn progress
11:30
Chen AC service
Sarah L.Scheduled
2:00
Wilson gutter install
Mike T.Scheduled
Unpaid completed work$12,400

Who this is for

For roofing, HVAC, plumbing, landscaping, and home service teams that want faster quoting without separating estimates from the customer and scheduled job.

An estimate should start the next step, not another round of data entry.

Standalone quote tools can produce a document, but someone still has to update the sales pipeline and recreate approved work on the schedule.

FlowSimple connects Price Book snapshots, branded estimate delivery, customer decisions, the original lead, and exactly-once job creation.

What FlowSimple changes

One record follows the work from interest to income.

01

Use saved and custom line items

Pull labor and materials from the Price Book or add freehand lines while preserving decimal-safe price, cost, tax, and discount math.

02

Control customer detail

Choose Itemized, Summary, or Total-only presentation and whether the customer can download a PDF.

03

Collect a clear decision

Customers can accept with typed name and consent, decline with an optional reason, or request changes with a message.

04

Create one job from approval

Acceptance is idempotent: it wins the lead, supersedes other open estimates, and creates at most one job for scheduling.

Lead to paid

A clear next step at every stage.

  1. 1Capture the customer, property, job type, and lead source in one quick flow.
  2. 2Log contact and create the follow-up task that keeps the opportunity moving.
  3. 3Build and send a branded estimate from saved or custom line items.
  4. 4Turn an accepted estimate into one job, ready to schedule and assign.
  5. 5Give assigned Crew directions, checklists, notes, and photo capture.
  6. 6Complete the work, record payment separately, and review the result in Insights.

Clear pricing

$20 for the Owner. $10 for each additional seat.

Owner, Manager, and Crew get the complete product. Start with a 30-day full-feature trial without entering a card.

FAQ

Questions about contractor estimate software

Can customers approve estimates without an account?

Yes. Public estimate pages use a secure token and do not require a FlowSimple login. Customers can accept, decline, or request changes.

Does FlowSimple create contractor estimate PDFs?

Yes. Estimates can be delivered as branded public pages and selectable-text PDFs with consistent content visibility rules.

Can I hide costs and margin from the customer?

Yes. Unit cost, total cost, profit, margin, and internal notes never appear in public or Crew payloads.

Do Price Book changes alter a sent estimate?

No. Price Book data is copied into estimate line-item snapshots, so later catalog edits do not change an existing estimate.

How much does contractor estimate software cost with FlowSimple?

FlowSimple costs $20 per month for the Owner seat plus $10 per month for each additional Manager or Crew seat. The complete product is included, and the 30-day trial requires no credit card.