Residential Estimates

The residential estimate builder walks you through three steps: client and property details, services and pricing, and review and send. Most estimates take under five minutes once your pricing defaults are configured.

Step 1 -- Client & Property

Start by entering the customer and property information.

Customer Details

Fill in the following fields:

• Customer Name (required) -- the name that appears on the proposal.
• Lead Source -- select from the dropdown. This tracks where the lead came from (Google, referral, door hanger, etc.).
• Email -- used to send the estimate link.
• Phone -- used for SMS delivery.

Property Address

Start typing in the Address field. Google Places autocomplete suggests matching addresses. Select one from the dropdown.

When you select an address, the system auto-fills City, State (2-character abbreviation), and ZIP.

Property Details

Enter the property characteristics manually or use the auto-fill shortcut.

Auto-fill Property Data

Click Auto-fill Property after entering the address and ZIP code. The system calls a property lookup API and fills in:

• Square footage
• Stories
• Lot size
• Year built
• Roof square footage
• Gutter linear feet

This saves two to three minutes per estimate. Not all addresses have data available, especially rural properties.

Assign to Sales Rep

If you are creating an internal estimate, use the Assign to Sales Rep dropdown to assign the estimate to a team member.

Click Next to proceed to Step 2.

Step 2 -- Services & Pricing

Select which services to include and configure the details for each one.

Enabling Services

Each service has a toggle checkbox. Turn on the services you want to include in the estimate. When you enable a service, its configuration fields appear below.

Service Parameters

Each service has its own set of inputs.

House Wash

• Square footage (auto-filled from Step 1)
• Stories
• Dirtiness level

Windows

• Window count
• Type: Exterior Only or Interior + Exterior
• Screen removal: Yes or No

Gutters

• Linear feet (auto-filled from Step 1)
• Gutter type

Roof

• Square feet
• Roof type multiplier
• Half roof toggle (for partial cleaning)

Driveway

• Square feet

Sidewalks

• Linear feet

Deck

• Square feet
• Deck type

Patio

• Square feet
• Patio type

Fence

• Linear feet
• Fence type

Dirtiness Level

Every applicable service includes a dirtiness level selector. This affects the pricing multiplier.

Add-ons

Below the main services, check any applicable add-ons. Each add-on has a quantity input so you can adjust amounts.

Custom Line Items

Click + Add Custom Item to add a line item that is not in your standard service list. Each custom item has:

• Description (free text)
• Quantity
• Unit Price
• A delete button to remove it

Maintenance Plan

Click + Add Maintenance Plan to open the maintenance plan builder. This lets you create a year-by-year visit schedule with recurring service pricing.

Pricing Panel

The right side of the screen shows a running total that updates as you make changes.

The panel breaks down:

• Per-service pricing
• Package discount (triggers automatically when you select three or more services)
• Add-on totals
• Custom item totals
• Tax
• Grand Total

Margin Calculator

If your organization has cost data configured, the margin calculator appears in the pricing panel. It shows your estimated margin percentage based on your configured labor and material costs versus the quoted price.

Click Next to proceed to Step 3.

Step 3 -- Review & Send

Review everything before sending. This step shows a read-only summary of the entire estimate.

Summary

The review screen displays:

• Customer name, email, phone
• Property address and details
• Each selected service with its parameters
• Full pricing breakdown
• Grand Total displayed prominently at the top of the pricing section

Actions

Four buttons appear at the bottom of the review screen:

Sending the Estimate

Click Send Estimate to open the send modal. Choose a delivery method:

• Email only
• SMS only
• Both

The subject line and message body come pre-filled. You can edit them before sending. For SMS, a character counter shows how close you are to the 160-character limit.

Click Send. The button shows a loading state while the message delivers.

After sending:

• The estimate status changes from Draft to Sent.
• The customer receives an email and/or SMS with a link to view and accept the estimate.

Tips

• Use Auto-fill Property to save two to three minutes per estimate. Enter the address and ZIP first, then click the button.
• Enable three or more services to trigger the automatic package discount. This shows the customer the bundled savings.
• Save as Draft if you need to finish the estimate later. You can return to it from the estimates list.
• Preview the PDF before sending. This catches formatting issues and pricing errors before the customer sees them.

Troubleshooting

Auto-fill did not work

Make sure both the address and ZIP code are entered before clicking Auto-fill Property. Some rural or new-construction addresses may not have property data available. Enter the details manually in those cases.

Pricing looks wrong

Check your default pricing in the Pricing Manager. The estimate builder pulls base rates, multipliers, and minimum charges from your pricing configuration. Go to Settings > Pricing to verify your defaults.

Customer did not receive the estimate

Verify the customer's email address and phone number. Check that your email provider (Resend) and SMS provider (Twilio) are configured correctly in Settings > Integrations. Look at the message log for delivery errors.