Feature
Estimates & Quotes in trades software
Creating professional quotes with line-item pricing, sending for customer approval, converting to jobs.
Quick summary
- What it is: Creating professional quotes with line-item pricing, sending for customer approval, converting to jobs.
- Tools that list it: 23 of the 127 in our directory
What is estimates & quotes in trades software?
Estimating turns a lead into a booked job. Strong implementations pull line items from a pricebook, attach photos from the visit, capture the customer's e-signature, follow up automatically on quotes that have not been approved, convert an approved quote into a job, and offer good/better/best options. Some platforms add pricebook automation; ServiceTitan's pricebook, for example, can pull supplier price changes through Pricebook Connect.
Why estimates & quotes matters
The share of quotes that turn into jobs, and the average value of each, drive a trade business's revenue. Software that sends a professional quote from the job site, offers options and follows up on unsold quotes works on both. The more quotes you send, the more those gains add up.
How to evaluate estimates & quotes when buying
Test: how fast a technician can build a typical quote in the field, good/better/best options, e-signature, photo attachments, automatic follow-up on unsold quotes, and pricebook integration. If you sell large jobs, check whether financing can be offered inside the quote and which lenders the platform supports.
Tools that list estimates & quotes (23)
Tools that name it among their key features in our data. Key-feature names are not standardised across tools, so a tool can offer estimates & quotes without being listed here; check its review.
| Tool | Starting price | Best for |
|---|---|---|
| Arborgold | From $129/mo | Tree care, plant health care, lawn care and landscaping companies that want CRM, proposals, scheduling, crew time tracking and invoicing in one system, with chemical tracking and tree inventory mapping available on the higher plans |
| Contractor Foreman | From $49/mo | Small and mid-size trade and general contractors, residential or commercial, that want estimating, project management, scheduling, time tracking and invoicing in one system at a published per-company price |
| Contractor+ | Free tier available | Solo contractors and small trades teams that want a free, all-in-one estimating, invoicing, and job-management app on mobile |
| CorkCRM | From $149/mo | Painting companies that want one painting-focused system for leads, appointments, proposals, contracts, job scheduling, crew timecards and invoices |
| Elromco | From $289/mo | Moving companies (Elromco says its customers range from small local movers to large interstate carriers) that want published month-to-month pricing and one system for instant online quotes, booking, dispatch, eBOL, storage and crew payroll |
| Encircle | From $261/mo | Restoration contractors that want fast, consistent field documentation (photos, moisture readings, drying logs, contents and floor plans) and a path from that documentation to an Xactimate estimate |
| Essential | Custom quote | Fire and life-safety contractors that want automated reminders and follow-ups, NFPA inspection templates, and month-to-month terms with implementation and data migration included |
| Estimate Rocket | From $139/mo | Service and trade contractors, including painters, remodelers and franchise systems, that want estimating, proposals, scheduling, job costing and invoicing in one web app for a small office team plus field crews |
| Inspect Point | Custom quote | Fire and life-safety contractors with three or more technicians who want inspections, deficiency proposals, service work orders and invoicing in one system, and whose technicians use iPads or iPhones |
| Kickserv | From $60/mo | Small service businesses (1-15 employees) that run their books in QuickBooks and want simple scheduling and invoicing |
| Leap | From $79/mo | Exteriors and remodeling contractors (roofing, siding, windows, painting) that sell in the home and want a CRM plus a field sales-and-proposal app with built-in financing |
| MarketSharp | From $182/mo | Remodelers, window and door, roofing, siding and other home improvement contractors that sell through in-home appointments and want lead tracking, marketing campaigns and production tracking in one CRM |
| MoveitPro | Custom quote | Moving and storage companies that want CRM, estimates, dispatch, payments, a crew app and AI call tools from a vendor that came out of a moving business |
| PaintScout | From $99/mo | Painting contractors whose main need is fast, consistent estimates and professional proposals priced from their own production rates, with the option to add CRM and scheduling |
| QuoteIQ | From $25/mo | Solo operators and small home service crews, including painters, who want estimating, scheduling, invoicing and payments in one app priced per company with a paint calculator and AI tools |
| SingleOps | From $200/mo | Tree care and plant health care companies, from single-crew outfits to multi-crew operations, that want estimating, tree inventory, scheduling, crew work orders and invoicing in one system |
| SmartMoving | Custom quote | Moving companies, including multi-location and franchise operators, that want sales, estimating, dispatch, crew, storage and payments in one system and are willing to go through a quote |
| Solea | Custom quote | Pest control companies with five or more technicians that want the phones, scheduling, routing, billing and collections in one pest-specific system and are comfortable buying by quote |
| Supermove | Custom quote | Moving and storage companies of any size that want sales, dispatch, crew, storage and billing tools in one system, with AI help on sales calls |
| The Customer Factor | From $37.46/mo | Owner-operators and small crews in window cleaning, pressure washing, carpet cleaning and house cleaning who want one flat monthly price for customers, scheduling, invoicing and automated reminders |
| Uptick | Custom quote | Fire protection and fire and security contractors that inspect large numbers of buildings and assets on recurring schedules and want asset records, deficiency quoting, scheduling and billing in one system |
| Vonigo | Custom quote | Franchise systems and multi-location home service companies, such as cleaning, junk removal, moving and handyman brands, that want central control of pricing and standards with a separate workspace for each location |
| ZenFire | Custom quote | Fire protection contractors, from solo inspectors to multi-company groups, that want NFPA forms, recurring inspections, scheduling and invoicing in one system and want to trial it before buying |
Related features
Related trade pages
Frequently asked questions
What is good/better/best pricing and why does it matter?
Three-tier quoting (for example a basic repair, a mid option with an upgraded part, and a full replacement) lets the customer choose rather than accept or reject a single price, and it shows upgrades the customer might not ask about. Check whether a tool lets the customer pick an option and sign in the same step.
How fast can a tech create a quote in the field?
It depends on the tool and on how well your pricebook is set up: picking items from a pricebook is quicker than typing each line. We have not timed tools, so build the same quote in each one during the trial and compare.
Should quotes integrate with consumer financing?
For large jobs (system replacements, roofs, panel upgrades), financing shown inside the quote lets the customer apply without leaving it. Housecall Pro and Jobber add Wisetack financing to quotes, and ServiceTitan works with GreenSky, Financeit and Service Finance. Ask each platform which lenders it supports and whether the application happens inside the quote.
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