Build polished estimates, present options clearly, and move approved work into scheduling and billing without rebuilding everything twice.
Create estimates, present options, collect deposits, share photos, and convert approved work into jobs or invoices.
IMAGE: Estimate approval workflow with options, deposit request, and scope photos
Use This When
Best For
Customer Types
Proof Points
Built for field service teams
This page ties the workflow to service trades, not generic office accounting use cases.
Free-first buying path
Teams can start with free invoicing and only move to Pro when this workflow creates obvious operational value.
Related workflows are connected
The marketing path links estimating, scheduling, payments, and reporting instead of presenting isolated product fragments.
Create a polished estimate with service items, pricing, notes, and branded terms.
Offer one option or good-better-best packages so customers can choose the right scope.
Send the estimate through email or portal links and capture the customer decision cleanly.
Turn approved work into a job, invoice, or deposit request without rebuilding it from scratch.
Show good, better, and best choices without separate proposal documents.
IMAGE: Multi-option estimate comparison
Related Workflows
These related pages are the fastest path to understanding how Service Invoice Pro connects sales, billing, collections, and operations.
Accept card and ACH payments through Stripe Connect, collect deposits, and update invoice status automatically.
Explore Payments
Give customers a self-service hub for invoices, estimates, balances, approvals, and online payments.
Explore Customer Portal
Capture incoming requests, manage a lead pipeline, assign follow-up tasks, and convert work into estimates or jobs.
Explore Leads
Present phased remodeling options and collect a deposit before demo starts.
View Contractor page
Quote water heater replacement with clear upgrade options and same-day approval.
View Plumbing page
Package install options with photos so the client can choose the right scope.
View Landscaping page
Turn a service request into an estimate and approved job without switching tools.
View Handyman page
Yes. Service Invoice Pro supports option-based estimates so customers can compare different scopes and choose the fit that makes sense for them.
Yes. Deposit invoices can be created from approved estimates so you can fund materials, reserve time, and move work forward faster.
Yes. Estimate photos help clarify scope, current conditions, and proposed work before the customer approves.
Accepted estimates can be converted into jobs or invoices, which makes the handoff from selling to scheduling and billing much cleaner.
Estimate workflows are especially useful for contractors, plumbers, landscapers, and handyman teams that price custom scopes before work begins.
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Join landscapers, plumbers, cleaners, and contractors already invoicing for free. No credit card. No time limit.
