Overview
Build estimates from your products catalog or line-by-line. SpringOS applies minimum job price, travel fees, and quantity rules automatically so every quote is consistent.
Estimates can be emailed to customers, converted to jobs, or turned into invoices when the work is approved.
What you can do
- Branded PDF-style estimates with your company info
- Auto-calculation from products (flat, sq ft, hourly, monthly, yearly, per unit)
- Minimum job price and travel fee rules
- Convert approved estimates to jobs or invoices
- Track estimate status from draft to accepted
How it works
01
Set up products once
Define your services and pricing rules in the products catalog. They apply everywhere: manual estimates, jobs, and the website widget.
02
Create and send
Pick a customer, add products or custom lines, and send a branded estimate by email.
03
Convert when they say yes
Accepted estimates become scheduled jobs or invoices with one click.