Estimate EX-0002 · Pelican Bend

DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo

CustomerMorgan Ellis

StatusDraft

Your StatusDraft · 10%

Total$3,025.00

Good Until12/22/26

418 Magnolia Bend Dr, Baton Rouge · From EXAMPLE – Landscaping maintenance (2 tiers) · Version 1

Price$0customer pays

Cost$0direct cost

Breakeven$0plus overhead

Gross profit$0

Net profit$0after overhead

Margin$0aim 25%

Man-hours$0

I don't understand, explain simpler

Price is what the customer pays. Cost is what the work costs you: people, machines and materials. Breakeven adds your share of rent, office and trucks; sell at breakeven and you make $0. Gross profit is price minus cost. Net profit is what is left over breakeven. Margin is net profit as a slice of the price: 30% means you keep 30¢ of every dollar. The little dials turn green at your target. Services switched Off are not counted; for packages, the recommended one is.

Templates Photos & Drawings DocumentAll changes saved

TiersThe customer picks one

$1,710.00$142.50/mo

Recommended

$2,745.00$228.75/mo

Recommended

I don't understand, explain simpler

Good, Better and Best are packages the customer picks from, like small, medium and large. Tick the tiers each Service is in. A Service ticked in every tier is part of all of them, so it shows once as Included. A Service ticked in none is an extra they can switch on. Rename a tier by typing over its name; Recommended is the one we suggest. The totals here and in the strip above follow the Recommended tier.

	Customer	Cost	Margin
In the tiers tick the tiers each Service is in
	StandardPremiumIncludedOnOff	$0	0%
Where the cost comes fromHowSeason Labor$0 Equipment$0 Materials$0 Overhead$0 Breakevencost plus overhead; below this you lose money$0 Remove on Save Notes for the Customer and Crew Customer NoteCrew Note (goes to the Service) I don't understand, explain simpler Labor is the hours times what one hour of a worker really costs you ($24.47, pay plus taxes and unbillable time). Equipment is each machine's cost per hour, plus 25% markup, spread a little higher for the 10% of time it sits in the shop. With no machines picked, every Equipment Rate in Settings counts on every hour. Materials is what goes on the property. Overhead is your share of rent, office and trucks.
	StandardPremiumIncludedOnOff	$0	0%
Where the cost comes fromHowSeason Labor$0 Equipment$0 Materials$0 Overhead$0 Breakevencost plus overhead; below this you lose money$0 Remove on Save Notes for the Customer and Crew Customer NoteCrew Note (goes to the Service) I don't understand, explain simpler Labor is the hours times what one hour of a worker really costs you ($24.47, pay plus taxes and unbillable time). Equipment is each machine's cost per hour, plus 25% markup, spread a little higher for the 10% of time it sits in the shop. With no machines picked, every Equipment Rate in Settings counts on every hour. Materials is what goes on the property. Overhead is your share of rent, office and trucks.
	StandardPremiumIncludedOnOff	$0	0%
Where the cost comes fromHowSeason Labor$0 Equipment$0 Materials$0 Overhead$0 Breakevencost plus overhead; below this you lose money$0 Remove on Save Notes for the Customer and Crew Customer NoteCrew Note (goes to the Service) I don't understand, explain simpler Labor is the hours times what one hour of a worker really costs you ($24.47, pay plus taxes and unbillable time). Equipment is each machine's cost per hour, plus 25% markup, spread a little higher for the 10% of time it sits in the shop. With no machines picked, every Equipment Rate in Settings counts on every hour. Materials is what goes on the property. Overhead is your share of rent, office and trucks.
	StandardPremiumIncludedOnOff	$0	0%
Where the cost comes fromHowSeason Labor$0 Equipment$0 Materials$0 Overhead$0 Breakevencost plus overhead; below this you lose money$0 Remove on Save Notes for the Customer and Crew Customer NoteCrew Note (goes to the Service) I don't understand, explain simpler Labor is the hours times what one hour of a worker really costs you ($24.47, pay plus taxes and unbillable time). Equipment is each machine's cost per hour, plus 25% markup, spread a little higher for the 10% of time it sits in the shop. With no machines picked, every Equipment Rate in Settings counts on every hour. Materials is what goes on the property. Overhead is your share of rent, office and trucks.
	StandardPremiumIncludedOnOff	$0	0%
Where the cost comes fromHowSeason Labor$0 Equipment$0 Materials$0 Overhead$0 Breakevencost plus overhead; below this you lose money$0 Remove on Save Notes for the Customer and Crew Customer NoteCrew Note (goes to the Service) I don't understand, explain simpler Labor is the hours times what one hour of a worker really costs you ($24.47, pay plus taxes and unbillable time). Equipment is each machine's cost per hour, plus 25% markup, spread a little higher for the 10% of time it sits in the shop. With no machines picked, every Equipment Rate in Settings counts on every hour. Materials is what goes on the property. Overhead is your share of rent, office and trucks.
Extras the customer can add these to any tier
	StandardPremiumIncludedOnOff	$0	0%
Where the cost comes fromHowSeason Labor$0 Equipment$0 Materials$0 Overhead$0 Breakevencost plus overhead; below this you lose money$0 Remove on Save Notes for the Customer and Crew Customer NoteCrew Note (goes to the Service) I don't understand, explain simpler Labor is the hours times what one hour of a worker really costs you ($24.47, pay plus taxes and unbillable time). Equipment is each machine's cost per hour, plus 25% markup, spread a little higher for the 10% of time it sits in the shop. With no machines picked, every Equipment Rate in Settings counts on every hour. Materials is what goes on the property. Overhead is your share of rent, office and trucks.
	StandardPremiumIncludedOnOff	$0	0%
Where the cost comes fromHowSeason Labor$0 Equipment$0 Materials$0 Overhead$0 Breakevencost plus overhead; below this you lose money$0 Remove on Save Notes for the Customer and Crew Customer NoteCrew Note (goes to the Service) I don't understand, explain simpler Labor is the hours times what one hour of a worker really costs you ($24.47, pay plus taxes and unbillable time). Equipment is each machine's cost per hour, plus 25% markup, spread a little higher for the 10% of time it sits in the shop. With no machines picked, every Equipment Rate in Settings counts on every hour. Materials is what goes on the property. Overhead is your share of rent, office and trucks.

I don't understand, explain simpler

Each line is one Service. Included is always part of the estimate. On shows switched on for the customer, and they can switch it off. Off shows as an extra they can switch on. Type visits, hours per visit or price, and every number updates. The bar after each line is its margin: green at your target. Press the arrow to see where the cost comes from. Fast keys: / jumps to the Add box, Enter or ↓ goes to the same box on the next line, ↑ goes back, Esc closes what is open, Ctrl+S (⌘S) saves. Tick lines on the left to change many at once (price %, visits, Included / On / Off, Remove); Undo puts it back.

Estimate

The estimate's title, how long it's good for, what the customer can pick and the words they see.MoreLess

What It Does: Keeps the estimate's details: Good Until, one option or any, overhead and the intro and terms.
What It Changes: Save keeps your changes; Discard removes a new draft. Customers only see it once it's sent.
How to Use: Fill in the title and Good Until.
Pick One Option or Any Options.
Check the intro and terms, then click Save.

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Title Good Until Customer Picks Program Lines Show Overhead ($ per field hour)

Intro and Terms the Customer Sees

IntroTerms (blank uses the setting)

Send

Email sends the estimate link with the PDF attached; Text sends the link. Send Test goes only to you.MoreLess

What It Does: Sends the estimate to the customer.
What It Changes: Email sends the link with the PDF; Text sends the link. Send Test goes only to you.
How to Use: Click Send Test first.
Check it on your phone.
Click Email or Text.

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Won or Lost by Phone

The customer said yes or no on the phone: mark it here.MoreLess

What It Does: Records the option, add-ons and billing they chose, or the reason they said no.
What It Changes: Mark Won converts the lines to Services at their signed prices. You can email them a confirmation. Mark Lost closes it with the reason.
How to Use: Pick the option, add-ons and billing.
Pick a Won Reason and click Mark Won.
Or pick a Lost Reason and click Mark Lost.

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Other things you can do with this estimate: a new version, a template, void it or set its stage.MoreLess

What It Does: Holds Reopen as New Version, Save as Template, Void and the sales stage, probability and salesperson.
What It Changes: Void stops the customer from approving it. A new version keeps the old one in History.
How to Use: Set Stage, Probability and Salesperson and click Save Stage.
Use Save as Template to reuse it.
Use Void only if it should never be approved.

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Money Trail

Follow the money: the estimate, the Services it created, the invoice that billed them and the payments on it.MoreLess

How to Use: A Service links to its estimate through the estimate line that made it, and to its invoice when exactly one line for that month bills it. On an invoice it also lists the automations that ran for it or its payments, plus payment reminders, late fees and autopay tries.

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Nothing linked yet. Links appear once a Service is created from an estimate and billed on an invoice.

Step	What	Date	Amount	Status
Estimate	EX-0002		$3,025.00	Draft

History

Everything that happened to this estimate: made, sent, opened, approved.MoreLess

What It Does: Lists each event with when, what and who.
What It Changes: Read only.
How to Use: Check when it was sent and opened.
Follow up if it was opened but not approved.
See versions here too.

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When	What	Who