Professional Estimates That Close Deals Faster

The estimating process begins when a technician or sales representative identifies an opportunity, either during an existing service call or at a dedicated sales appointment. The technician opens the estimate builder on their mobile device or the office staff uses the desktop interface. They select a customer from the existing database or create a new customer record. The estimate is built by selecting items from your price book, which contains pre-configured products, services, and assemblies with descriptions, costs, and recommended retail pricing. Assemblies group related items, such as a complete water heater replacement that bundles the unit, installation labor, old unit disposal, and permit fees, into a single selectable package. The good-better-best builder lets the technician create up to three tiered options from the price book, each with a descriptive summary of what is included. Photos taken during the site assessment can be embedded in the estimate to visually document the work that is being proposed. Before sending, the technician can adjust quantities, apply discounts, add custom notes, and preview the formatted estimate as the customer will see it. The estimate is then delivered to the customer via email, SMS, or both. The customer opens a branded proposal page where they can review each option, view embedded photos, read terms and conditions, and approve their selected option with an electronic signature. Upon approval, BlueOps creates a new job with all estimate details carried forward, adds it to the scheduling queue, and notifies the assigned team. If the estimate is not approved within your configured window, automated follow-up messages encourage the customer to revisit the proposal.