Service Estimates
Quote builder, digital acceptance, and deposit collection.
Build a quote, send it, and get a signed acceptance with a deposit on the card before the work starts. Approved estimates turn into jobs in Atlas and invoices in Balance with no re-typing.
Features
Built for these businesses
Service Estimates is a common pick for operators in these industries. Each has a recommended setup on its own page.
Using Service Estimates in your business? We would love to hear about it. Share your story.
Related modules
Crew Scheduling
Multi-crew dispatch, shift management, and real-time status.
Inventory Management
Parts tracking, barcode scan, and COGS that flows to Balance.
Equipment Maintenance
Preventive-maintenance schedules, work orders, and full history.
Try Service Estimates free for 14 days.
No card. It's pre-selected when you sign up. Add or remove modules any time.
14-day Pro trial. At the end of the trial, your workspace moves to read-only. You choose a plan to continue — no automatic charges.