Articles tagged estimates

Some documents shouldn't go out the door without a second pair of eyes — estimates with pricing exceptions, contracts with riders, refund letters. The approval workflow makes that review explicit, traceable, and fast eno...

Three states people use the words 'estimate', 'quote', and 'draft' for, all interchangeably and all incorrectly. Here's the actual distinction in Suprata and how to use them.

Estimates and invoices look similar but behave very differently — one is a price you're proposing, the other is a bill you're collecting on. Here's when to use each.

Every step of the guided Flat Glass job: openings and measuring, the piece builder, quote options, who pays, approval and the deposit, where the glass comes from, the shop, scheduling, the install, remakes, and the final...

Send a customer two, three or more priced options on one page, let them pick and sign online, and collect a deposit the moment they say yes.

What happens at each step of the guided Auto Glass job — vehicle, NAGS estimate, who pays, approval, parts, scheduling, the install checklist, invoices and payment — and the judgment calls at each one.

Build estimates and invoices on a tablet by tapping picture tiles for your categories and items, instead of searching a long dropdown. Turn it on per type of work.