Estimates
Create detailed estimates on-site, schedule the appointment based on real-time technician availability, and send it to your customer — all before you leave the driveway.
Built for the Field
Add parts, labour, and materials with quantities, unit prices, tax rates, and descriptions. Expand any line item to see the full breakdown — your customer sees exactly what they're paying for.
Every estimate moves through clear stages — Open, Scheduled, and Accepted. You always know where things stand without asking your team or checking your inbox.
Pull items straight from your price book — no retyping part numbers or guessing prices. Your most-used parts, materials, and services are always one tap away.
Only in WorkBoss
Most software makes you build the estimate, then switch to a calendar, then try to match availability. WorkBoss does it in one flow — pick a tech, see their open slots, choose a duration, and book it. Done.
Your customer gets a confirmation, your tech gets the details, and nobody had to send a single "when are you free?" text.
How It Works
Add line items from your price book or type them in. Set quantities, prices, and tax rates. The totals calculate automatically.
Pick a technician, see their real-time availability, choose a time slot and duration. The estimate appointment is booked in seconds.
Preview the estimate and send it to your customer. They get a clean, professional document. You get notified when they view it.
When the customer says yes, turn the estimate into a job with one click. Line items, notes, and customer info carry over automatically.
"We used to scribble estimates on carbon paper in the truck. Now I build one on my phone while the homeowner's still talking, hit schedule, and it's booked before I leave. Our close rate went up 30% in the first month."
— Dave K., Owner, ClearFlow Water Solutions
Ready to work like a boss?
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