7. Estimates

What it is for. Every quote you have written. Send them, track who has signed, and turn a signed one into a job and an invoice.

What you see. Four cards β€” total pipeline, awaiting response, approved, and win rate β€” then a searchable list with status chips for Draft, Sent, Approved, Rejected and Converted.

The most important thing on this page. When a client signs an estimate in their portal, BuiltPro creates the job and the invoice automatically. You do not create them. This is the single most important automatic behaviour in the product, and the reason records appear in your account that you did not make.