Estimating Software
Estimates with options that sell for you
Build good, better and best on a single estimate, send it in a couple of clicks, and let the customer pick the option that suits them. You stop estimating one flat number and start giving people a reason to spend more, without a single pushy conversation.
How Estimating with Options Benefits Your Business
A single-price estimate gives the customer one decision: yes or no. Options change the question to which one, and that is a far better question to be asking. Servgrow lets you build good, better and best as separate options on the same estimate, each with its own service and material line items pulled from your price book. The customer opens one link, sees every option priced and itemized, and approves the one they want. You are not upselling at them, you are giving them a choice, and the middle option quietly becomes your new normal ticket.
Upsell Built In
Estimates With Options
Build good, better and best on one estimate.
Options side by side: Add Option #1, #2 and #3 to a single estimate and rename each one to suit the job.
Each option priced on its own: Every option carries its own service and material line items, quantities and tax.
Straight from your price book: Build each option from your saved services and materials instead of typing it out.
Customer View
How Your Customer Sees the Options
One link, every option laid out clearly.
Every option itemized: The customer sees exactly what each option includes and what it costs.
Approve or decline each one: They approve the option they want right there, and decline the ones they do not.
No phone call needed: The decision happens on their time, from their phone, while you get on with the work.
Fast Estimates
Estimate Creation
Clear pricing and clear expectations, from the field or the office.
Send it their way: Email, text, or both, whichever the customer actually reads.
Make it yours: Add custom messages and descriptions so the estimate sounds like your business.
Change it any time: Edit and update an existing estimate without starting over.
Never Chase
Automated Estimate Follow-up Workflows
Set the workflow once and stop chasing estimates for approval.
An automated follow-up workflow: Customers you have not heard back from get email or text follow-ups on their own.
In your words: The reminders are customized to your business, not generic.
Less work left on the table: Quiet estimates get another nudge instead of being forgotten.
Sign Off Online
Approvals & Signatures
Customers approve, sign and can pay a deposit from wherever they are.
Approve online: Customers accept estimates from their own private customer portal.
Take a deposit on approval: Ask for a deposit as part of the approval, a fixed amount or a percentage, so the customer pays as they say yes instead of after you chase them.
Or ask for changes: They can request changes without a single phone call.
You hear immediately: You are notified on approval so you can move to the next step.
One Click Convert
Convert an estimate to a job in one click
An approved estimate becomes a scheduled job instantly.
Everything carries over: Line items, notes and attachments all come with it.
No re-typing: The job is created for you, straight from the estimate.
Straight to work: Get on with the job instead of the paperwork.
Wrap Up: Why Use Servgrow's Estimating Software
The business that gets an estimate out first, gives the customer a choice, and follows up best is the one that wins the work. Servgrow lets you build good, better and best on one estimate, send it in a couple of clicks, and let the customer approve the option they want with a signature and a deposit. Auto follow-ups chase the quiet ones and the approved option copies straight into a job. Bigger average tickets, fewer estimates going cold, and far less of your evening spent on paperwork.
