Estimates, approval and paperwork
A printed quote, a workroom ticket, a recorded yes and a contract, all from the same job.
Every quote can be printed two ways: as a formatted quote, and as a workroom ticket with the construction detail for the shop. A design associate or super admin approves workroom pricing. When the estimate goes out you mark it sent, and when the client says yes you record who approved, how and when, or have them sign the contract. Either one moves the job to Approved.
Request an invitationThe essentials
The documents and the decisions
Printed quote
Print quote opens a formatted quote. Preview and confirm it, then print or save it as a PDF.
Workroom ticket
The construction print for the shop: every order field, the calculation breakdown and the rates used.
Designer approval
Only a design associate or super admin can approve workroom pricing, on every screen where it appears.
Client approval
Record who approved, how (email, signed, verbal, portal or other), the date and a note. The job header shows the approved total.
Contract
Build a contract from the job's prices, save the terms and sign it by typing the signer's name. Signing records the client's approval.
Changes after approval
Modification forms record approved changes to the work, alongside the updated items.
The process
From priced to approved
- 01
Price every line
Treatments are approved, and purchased goods and install lines have a client price.
- 02
Mark estimate sent
The job moves to Estimate sent when the estimate goes to the client.
- 03
Record the yes
Record client approval, or sign the contract on Paperwork. Both work from Quoting too.
- 04
Approved
The job moves to Approved and the deposit is the next step.
Keep exploring
More of the suite
Private beta
See it with your own numbers.
During the private beta, we load your pricing, costs and process before your team signs in.