Estimates & pricing
Estimates & proposals software that closes bigger tickets at the kitchen table.
Present clear options with photos, warranties, and monthly payments — then collect the signature and deposit before you leave.
14-day free trial. No credit card.
How it works
How estimates & proposals works in Homeforce
From walkthrough to signed proposal in one visit — and organized follow-up for the ones that need a night to think.
From the pricebook
Accurate estimates in minutes, not evenings.
Techs and comfort advisors pull flat-rate tasks, equipment, and materials from your pricebook. Margins, labor hours, and member pricing calculate as they build, so every quote is consistent.
Options
Let customers choose instead of haggle.
Show two to four options side by side with photos, efficiency, warranty, and what's included. Monthly financing appears next to every price so the conversation is about value, not sticker shock.
Approve on site
Signature, deposit, and job — all in one tap.
Customers sign on the tablet or from a text link. A deposit is collected right away, and the approved option turns into a scheduled job or project with the parts list attached.
Open estimates
No quote left sitting in a drawer.
Unsold estimates get automatic follow-up texts and emails, and managers see which ones were viewed. Expiring options and price changes are handled before the customer calls back.
What it can look like
Illustrative example: a comfort advisor running 40 replacement estimates a month at a $7,000 average
- options on every proposal instead of a single take-it-or-leave-it price
- 3options on every proposal instead of a single take-it-or-leave-it price
- monthly sales if four more estimates close at the same average ticket
- +$28kmonthly sales if four more estimates close at the same average ticket
- signature and deposit, instead of a second trip to pick up paperwork
- same visitsignature and deposit, instead of a second trip to pick up paperwork
- open estimates with an automatic follow-up scheduled
- 40/40open estimates with an automatic follow-up scheduled
Illustrative example for planning purposes, not a reported customer result. Your outcomes depend on your team, market, and setup.
Popular with
Estimates & proposals connects to the rest of Homeforce — no exports or re-typing.
- PricebookFlat-rate pricing every tech quotes the same way.
- Consumer financingMonthly payment options that keep big jobs moving.
- AI estimatesOption-based estimates drafted from photos and history.
- Sales pipelineTrack every open estimate and lead until it closes.
- Customer portalSelf-serve approvals, payments, and history for customers.
- Projects & job costingMulti-week jobs scheduled, tracked, and costed live.
FAQ
Estimates & proposals questions, answered.
Have a question we didn't cover? Book a demo and ask a product specialist.
Can estimates include multiple options?
Yes. Present two to four options per estimate, each with its own items, photos, warranty, and financing. Customers choose one and sign.
Can customers sign remotely?
Yes. Send the proposal by text or email and customers review, sign, and pay a deposit from the customer portal on any device.
Do estimates work offline?
Yes. Techs can build and present estimates from the mobile app without a signal; signatures and deposits sync when the device reconnects.
Can I show financing on the estimate?
Yes. Consumer financing shows an estimated monthly payment next to each option, and customers can apply directly from the proposal.
What happens after an estimate is approved?
The approved option becomes a job or a multi-week project with its items, labor hours, and parts list, ready to schedule and order.
See estimates & proposals with your own jobs.
Start a 14-day free trial, or see it with your own jobs, techs, and pricebook in a 30-minute demo.
14-day free trial · No credit card · Month-to-month · Free data migration