Estimates
Give your team a consistent saved reference for a proposed service.
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The Reality
When service, property details, add-ons, and pricing live in separate messages, it is difficult to review what was quoted later.
The TidyOps Workflow
Create a saved estimate from the service and property inputs. Its preview preserves the calculated total, pricing breakdown, add-ons, frequency, duration, team size, pricing version, and any captured disclaimers for staff review.
In Practice
Saved Pricing Context
Keep the service price, add-ons, travel, tax, discounts, and fixed total together in one saved estimate.
Property-Aware Quotes
Capture service frequency, estimated minutes, team size, and relevant rental-service details with the quote.
Lead Review
Open the read-only estimate preview linked to a lead without re-entering the quoted details.
Concrete Capabilities
- Line-item breakdownReview saved service price, pricing adjustments, add-ons, promotions, travel, tax, and fixed total.
- Pricing snapshotSee the date created, expiration date, pricing version, estimated duration, and planned team size.
- Service disclosuresKeep estimate and booking disclaimers with the saved estimate when they were captured.
Frequently Asked
Can I review an estimate attached to a lead?
Yes. Lead details provide a read-only preview of the linked saved estimate and its pricing breakdown.
Can clients accept an estimate from this feature?
The current estimate tools preserve and display saved quote details. They do not provide a client estimate-acceptance workflow.