Residential Estimate Wizard — V1 Reference

This page preserves the Clean Estimate V1 residential workflow. The current V2 web app intentionally removes wizard navigation and uses Estimates > New estimate followed by one pricing-safe builder screen; follow Creating Your First Estimate for live V2 work. Every useful V1 estimating capability described below remains required V2 parity unless the current guide says it is already available on that single screen.

The Residential Estimate Wizard 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.

The public estimator loads its active pricing, residential catalog, cost settings, and lead-source choices together so a customer can reach the first step faster. Publishing a new Pricing Manager version or Suds Club setup also refreshes the customer-facing estimator immediately. A temporary data-loading failure is not stored as though the workspace or pricing configuration were missing.

On Review & Send, save the estimate and use Proposal Options A/B/C to turn the single scope into a customer choice. Each option can have different services, custom lines, discounts, tax, and deposit. Custom options are preserved if you later edit and resave the base residential estimate.

When you reopen an older residential draft with saved custom charges, those charges remain included in the office and device totals.

Newly sent residential quotes keep named custom-charge lines in the customer scope and PDF.

Opening an existing estimate now renders its saved workspace in the initial secured page response, so the detail screen does not wait for a second browser request before showing the quote. Choosing Revision reuses only the editable residential fields and loads the supporting catalog, pricing, team, and workspace data concurrently. The resulting revision keeps the same customer, property, scope, add-ons, pricing overrides, lead source, and rep assignment while resetting the new estimate's outcome fields.

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.

Internal residential estimates now autosave in the background while you work. CE Pro can save partially completed drafts during Step 1, then keep updating that same draft as you change pricing, notes, services, add-ons, or review details. The wizard header shows the save state so the office can see when changes are still pending, and the wizard also flushes pending draft changes if the office clicks away right after editing.

Preview Quote and Send Now also wait for that current save to finish. Opening a customer preview while the header still says Saving draft can no longer show the previous measurements or service list.

On the estimate detail page, CE Pro also shows a shared Tags card whenever the estimate is linked to a client. Those tags save back to the linked client so the same labels stay in sync with lead, job, and invoice filters.

When the estimate is linked to a CRM client, the wizard header also includes a direct View Client action so the office can jump back to the customer profile without leaving the estimate workflow blind.

Click Next to proceed to Step 2.

Step 2 -- Services & Pricing

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

The Residential Estimate Wizard now loads its services, add-ons, and custom item templates through the same shared catalog bridge used by the public estimator entrypoint. In practice, that means the office and customer-facing residential estimator stay aligned to the same active catalog rows while the platform moves toward the unified price-book core.

That catalog read path now stays read-only during normal page loads. Office and customer estimator screens consume the shared residential catalog snapshot (with legacy fallback when a workspace has not been bridged yet) instead of trying to repair the shared price book inline during every render.

Residential catalog saves now follow that same fail-closed rule too. If the office creates, edits, or deletes a service, add-on structure, or custom item template and CE Pro cannot update the shared price-book bridge, the admin change is rolled back instead of leaving the legacy pricing table ahead of the shared quote-core catalog.

Those residential catalog saves now update only the touched shared price-book rows instead of forcing a full residential catalog rebuild after every single service, add-on, or template change. That keeps org-specific custom books isolated, lowers the blast radius of each save, and still preserves the fail-closed rollback if the shared price-book write cannot complete.

Residential saves also now normalize their service, add-on, and custom-item breakdown into the shared quote-core line-item model behind the scenes. The current residential wizard UI and legacy estimate fields still stay in place, but the same saved estimate now feeds the new canonical line-item layer used by the unified quote-core rollout.

Behind that UI, residential create and update now run through the same shared quote-core persistence layer used by generic quotes. That means the saved estimate row, canonical line items, quote snapshots, rollback handling, and quote-event logging are all written together instead of the residential API route owning a second inline save flow.

Measurement-driven property values like Roof Sqft, Gutter Linear Ft, and saved map-measure sources now persist correctly when you edit and resave a residential estimate. That same updated measurement context is written before PDF and email regeneration runs, so previews and sends stay aligned to the latest saved scope instead of a stale earlier version.

Every enabled builder service is carried into the saved one-time option. If you add Patio, Fence, or another service and save, that service appears in the customer-facing One-time work selector with its current measurement and price. Complete Property Care is rebuilt from the same saved service data plus any additional services included by that option.

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.

Each enabled service now also includes a Customer Description field. CE Pro seeds that text from the residential service catalog when default scope copy exists, and the same description now stays visible in the office review step, the customer-facing estimate page, and the residential PDF instead of disappearing after save.

Service and add-on price overrides are now directly editable text inputs. Reps can click into the amount and type the target price instead of relying on the browser's up/down number arrows.

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.

Red Line Pricing

When Enable Red Line is on in Settings > Pricing, V2 can calculate a per-service floor from the suggested service price and show floor details to authorized viewers. For an assigned estimate, the viewer and assigned teammate must both have Red Line access. For an unassigned estimate, the viewer must have access. The assigned teammate's role default is Owner, Admin, and Sales representative allowed; Office and Crew denied. A saved member-level allow or deny in Settings > Team > Permissions overrides the role default; Use role default clears that exception.

If floor details are hidden, the floor amount, status, price delta, and private commission preview stay hidden. A below-floor quote still requires approval: the send action remains available to file the approval request, and pending or declined status remains visible without exposing a private denial note. V2 has no manager override control that bypasses this approval step.

Commission previews are separate from the payable ledger. A viewer needs the effective View all commissions permission to see another teammate's commission. Otherwise, a preview is available only for the viewer's own or an unassigned estimate when Show own commissions to reps is enabled. Assigned estimates use the assigned teammate's effective commission plan; unassigned estimates use the Red Line preview calculation. These previews do not create or change payable commission entries.

If your workspace also enables the Rehash Department, Step 3 now captures the quote outcome before the office can finish the save:

• Residential quotes need a Rehash disposition before they can be saved or sent.
• HOT, PRICE, TIMING, and DEAD require notes so the follow-up team sees the real objection or timing issue later.
• Unsold quotes can auto-enroll into the staged Rehash sequence immediately after save.
• Day 21 and Day 90 win-back offers still respect Red Line. If the saved service floors would be broken, CE Pro suppresses that discount message instead of sending a below-floor offer.
• Once a quote is in Rehash, the estimate detail page shows a dedicated Rehash card with stage, notes, next touch, parent quote, and any recovered-close attribution.

Sales reps building residential estimates from the mobile app now get the same Red Line guardrails. Mobile pricing review shows each service floor and status, clamps below-floor edits back to the floor, repeats the Red Line summary before delivery, and stores the Red Line snapshot with the queued mobile proposal data for later audit.

Mobile residential estimates now also share the web estimator's property lookup service. When a rep starts from a live CRM client or lead, the linked customer and service address carry into the mobile builder. Once the address, city, and ZIP are present, the mobile app calls the authenticated property lookup endpoint, pre-fills square footage, stories, lot size, and year built when available, and recalculates house-wash quantity from the returned square footage.

When a rep starts Residential with Photo to price or Measure property, the app first asks for one service when no service is selected yet. Choosing that service opens the camera or measurement workspace for that single item, so a deck photo, patio measurement, roof measurement, or other item-specific input is not applied to the whole estimate. The standard Residential builder does not show this handoff prompt.

Add-ons

Below the main services, the Add-Ons section lists every Price Book item of kind Add-on that is enabled, has Offer in quote picker on, and is either marked for Residential or not limited to a vertical. Check an add-on to put it on the estimate at its catalog price.

A checked add-on opens two fields:

• Price override ($) charges a different amount for this estimate only.

Leave it blank to keep the catalog price. A negative value is refused at the field with its own error message and is never saved with the draft.

• Customer description starts from the item's own description in the

Price Book. What you write here follows the estimate to the customer's quote page and the PDF, where the line carries a small Add-on badge.

Add-ons are priced as one line each. To offer sizes or quantities, create one Price Book row per size, or use the price override. Add-ons count toward the estimate total and the package discount the same way in every customer choice the proposal offers.

If an add-on is archived in the Price Book after it was checked, the estimate keeps the line and shows No longer in the price book beside it until you uncheck it. When the Price Book has no add-ons yet, the section says so and links to the Price Book.

Saved drafts keep add-on selections, overrides, and descriptions when you reopen them, on the web and through the mobile app's sync.

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.

When a residential estimate includes a maintenance plan, the customer portal shows a clear choice between One-Time Service and Maintenance Plan. Accepting either option now completes the same acceptance workflow behind the scenes, so the estimate status, automations, and follow-up scheduling stay in sync.

V1 recurring-template workflow: Accepted maintenance agreements in V1 can seed one recurring template per repeating seasonal visit pattern under Admin > Jobs > Templates, and V1 can resynchronize those templates from a later maintenance-plan update. Current V2 does not expose that template library or generic template-driven recurring-job generator; those remain required parity work.

In current V2, the accepted maintenance choice and terms remain part of the accepted proposal and create the canonical accepted job. The resulting accepted plan appears under Field > Plans. After every planned visit in the current contract year is complete or cancelled, an operator can explicitly select Roll over next year to generate that plan's next-year visit jobs; a contract year with no planned visits can advance without placeholder jobs. This guarded accepted-plan rollover is separate from V1's reusable recurring templates and does not provide generic recurring-job generation.

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
• Subtotal before discounts
• Package discount (triggers automatically when you select three or more services)
• Add-on totals
• Custom item totals
• Minimum service charge, if the quote is below your configured floor
• Taxable amount after discounts
• Tax
• Grand Total

If you apply a manual price override to a service, that override is now carried back into the edit flow when you reopen the draft. The Residential Estimate Wizard rebuilds the quote with the saved override instead of reverting to the original calculated price.

That same override path now autosaves with the rest of the draft. If you type a new service or add-on price and pause, CE Pro writes the updated amount back to the estimate automatically instead of waiting for a manual draft save from Step 3.

When Red Line is enabled, the same pricing panel can also show a running Rep Commission block. CE Pro rolls up service commission plus add-on commission in real time, using the red-line floor for services and the configured add-on commission rate for add-ons.

The public residential estimator also now merges partial pricing configs with the same default pricing structure the office uses. That keeps customer-facing estimators from dropping service rules just because an older workspace config is missing newly introduced pricing keys.

Residential pricing-manager saves now keep the shared default price book in sync too. When the office saves or restores a pricing version, CE Pro mirrors that active residential pricing config into the workspace's default price book immediately so the quote-core pricing layer does not lag behind the Pricing Manager.

Shared residential customer links also now preserve the correct public context when they land on the unified quote page. Standard estimate links open the estimate tab, proposal-option links keep their package-selection tracking, and maintenance-plan links keep their maintenance-agreement tracking instead of collapsing every residential customer open into one generic quote-view event.

Those residential proposal-option and maintenance-plan reads also now hydrate from the shared offer mirror behind the scenes. That means the public/customer residential pages can keep rendering the correct package and maintenance data even as CE Pro moves those offer structures off the parent estimate JSON and into the shared estimate_offer_groups layer.

That same shared offer hydration now protects customer package selection, residential send classification, and maintenance-plan PDF reads too. If the rollout has already mirrored the proposal options or maintenance plan into the shared offer layer, CE Pro can still choose the right send path, render the right customer-facing maintenance document, and process the customer’s package selection even while the legacy parent estimate JSON is being phased down.

Residential package acceptance now validates against that mirrored shared offer state before it rejects the customer selection too. If the current package options already live in the shared estimate_offer_groups layer, customers can still accept the right package even when the older parent estimate JSON has already been trimmed back during the quote-core migration.

Customer and office summary surfaces now honor that same mirrored offer layer too. The customer dashboard, customer estimate list, portal proposal lookup, and office estimate list can still classify a residential quote as a package proposal or maintenance offer even after the shared rollout moves that data off the parent estimate row.

Those acceptance flows now keep the mirrored child offer quotes aligned too. When a customer accepts a package proposal or maintenance agreement, CE Pro updates the linked offer quote status along with the parent estimate so later send, PDF, recurring-template, and follow-up reads stay aligned to the accepted offer instead of only the compatibility JSON fields changing.

Margin Calculator

For teammates with Manage pricing, the Margin Calculator appears in the persistent right rail directly below Estimate total. It shows revenue, crew pay, materials, franchise fees, total costs, projected profit, and gross margin for As Requested, plus compact results for the other customer choices that are actually offered. Missing cost data shows Cost needed instead of silently counting the missing value as zero.

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
• Customer-facing service and add-on descriptions exactly as they will appear on the shared estimate page and PDF
• Full pricing breakdown with subtotal, visible discount lines, taxable amount, tax, and total
• Custom items grouped inside the same estimate breakdown as services and add-ons
• Grand Total displayed prominently at the top of the pricing section
• The current autosave-backed draft record used for preview, AI review, and send actions

Actions

Four buttons appear at the bottom of the review screen:

Because the draft autosaves during the earlier steps, Preview, AI Review, and Send now all reuse the same saved estimate record instead of creating separate parallel drafts during review. Preview and Send explicitly wait for the latest save, including measurements, enabled services, and manual prices, before continuing.

Checks before sending

Above Send, the estimate page lists Checks before sending whenever the pricing engine sees something worth a second look. The list comes from the same server calculation as the price, costs nothing, and never blocks sending:

• the estimate has no customer, or no property address
• a selected service prices at $0
• a service sits below its Red Line floor
• one more service would complete a package discount

When there is nothing to flag, the list does not appear. The credit-metered AI Review from the previous app is not part of Clean Estimate V2.

Photos

The Photos panel in the estimate sidebar attaches project photos to the proposal on any vertical. Add photo takes a JPEG, PNG, or WebP up to 8 MB, uploads it straight to storage, and checks the file before it appears. The upload check confirms that the estimate is still editable before reading the file. Missing uploads remain available to retry; oversized or mismatched files are rejected and cleaned up. A late completion cannot remove a photo already attached to the estimate or included in a sent proposal. An uncertain upload stays in Retry uploads with its selected file; retry resumes that same photo operation. Photo selection remains disabled until unresolved uploads finish. Pending files stay in the open page's memory, so retry or discard them before navigating away, reloading, or closing the tab. While the estimate is a draft you can give each photo a Caption, move it up or down, or remove it.

Every uploaded photo is automatically compressed to a smaller copy so it loads quickly for a customer viewing the proposal on their phone. The full-resolution original is always kept and stays available.

Sending freezes the photos with the proposal, so changing them afterwards never alters what the customer already received. Customers see the photos as a captioned grid on the secure quote page and in their account, and the PDF prints a Project photos page, two per row, with Project photo N standing in for a blank caption. Without photos there is no page. The PDF prints up to four lines of each caption.

Sending the Estimate

An estimate eligible for the full comparison shows As requested, Suds Club, and Complete Property Care as three exclusive proposal choices. A customer selects one card before final review and signature; acceptance does not silently combine scope from another card. Suds Club retains its own saved payment terms and four-visit recurring scope, while either one-time choice creates only its own frozen job scope. If Stripe is not charge-ready, Suds Club is withheld. If no measured enhanced additions are available, Complete Property Care is withheld. The customer still receives every valid saved choice without an empty placeholder or guessed scope.

Before an estimate is sent, the same page is an interactive Draft preview. The office can select among the eligible One-time work, Complete Property Care, and Suds Club choices, change available Club upgrades, and test one-time service checkboxes. Those draft choices stay in the browser only; they do not record a customer decision or open final review. Once the estimate is sent, the customer's selection is staged for final review and signature through the normal approval flow.

Click Send Estimate to open the shared review-and-send modal. That same module is now used across residential estimates, generic quotes, holiday lights, fleet proposals, and commercial building proposals.

If the workspace is temporarily missing the secure customer-token signing secret, residential records that already have a persisted shared /quote/[token] link can still stay interactive. Package selection, maintenance-plan acceptance, custom estimate approval, customer-facing PDFs, and deposit actions now validate against that saved public quote token directly, so the shared quote page keeps working for customers and office previews instead of falling back to a false read-only state. Older signed estimate-only links still depend on the customer-token signing secret.

Residential customer links are now converging onto the shared quote page too. When a residential estimate already has a persisted public quote token, the older /estimate, /proposal, and /maintenance-proposal customer links now hand off to the shared /quote/[token] experience so customers see the same unified estimate, package-option, and maintenance tabs from one public quote surface.

The subject line, email body, and SMS 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.

Residential sends now also flow through the shared quote-core delivery helper. The office-facing behavior is the same, but CE Pro now records residential send history in delivery_state, tracks the last sent customer URL, and writes quote-core sent events the same way the generic quote flow already does.

Older workspaces that still have the pre-quote-core residential add-on table shape now stay compatible too. Residential estimate saves and residential catalog sync can fall back cleanly even if the legacy addon_structures rows do not expose the newer created_at column yet, so office users do not get blocked just opening or saving residential quotes during rollout cleanup.

Customer-facing residential estimate, proposal, and maintenance pages now also record quote-core viewed events in addition to the existing communication and pipeline view tracking. That keeps the shared quote event stream aligned with what customers are actually opening while the public estimate UI is still being consolidated.

In current V2, accepting a residential proposal updates the estimate to Accepted, records the accepted value on its lead, creates the job, and runs the accepted-estimate follow-up. It does not automatically move the CRM lead stage to Won; use the explicit pipeline or automation control for that stage change. The V1 residential estimate-status Won board is a separate status from the CRM lead stage.

Proposal package selection now follows that same accepted-estimate path as well. When a signed customer picks one of the residential proposal options, CE Pro now runs the shared accepted follow-up flow instead of only swapping the selected package totals on the estimate row, which keeps package acceptance aligned with the rest of the quote-core lifecycle.

Residential estimate previews and office/customer open actions can now also reuse the shared quote-core /quote/[token] page once a saved estimate has a persisted public quote token. The dedicated residential proposal-options and maintenance-plan pages still exist for those specialized offer shapes, but the base residential estimate path is now converging on the same customer quote page the generic builder already uses.

Residential estimates that remain unsigned for 30 days can now enter the standard discount track. The follow-up messages provide staged 5%, 7%, and 10% codes, and the secure customer estimate page shows a coupon field once the 30-day eligibility window opens. Applying a valid code refreshes the visible discount and total before the customer signs. Commercial estimates are never eligible for this track.

Under the hood, residential proposal options and maintenance plans now also mirror into the shared quote-core offer layer as hidden child quotes plus estimate_offer_groups / estimate_offer_members records. The current proposal and maintenance customer pages still render from the legacy residential JSON for compatibility, but the saved estimate now seeds the shared offer structure needed for the full unified quote-core rollout.

Click Confirm & Send. The button shows a loading state while the email and text delivery finish.

After sending:

• The estimate status changes from Draft to Sent.
• The customer receives the email and, when a phone number is available, the matching text message in the same send action.
• If the estimate includes a maintenance plan, the customer can choose either the one-time estimate or the maintenance plan from the portal without losing the acceptance workflow.

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.

If CE Pro temporarily cannot verify the shared property-lookup rate limit safely, the button may return a retry-style error instead of filling partial data. Wait a moment and try again rather than assuming the address itself is invalid.

Pricing looks wrong

Check your default pricing in the Pricing Manager. The Residential Estimate Wizard 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 email delivery and SMS delivery are configured correctly in Settings > Integrations. Look at the message log for delivery errors.