Estimates
Review Monster's CRM lets you build an estimate from your price book, add photos of the work, and send it by text or email. The customer opens it on their phone, signs, and it's approved.
You'll know when they've looked at it, because the CRM tells you the moment an estimate is viewed, approved or declined.
Built from your price book
Pick items from your price book and the names, descriptions and prices fill in. Change a price for this one customer if you need to, or add a one-off line. Taxes and discounts total up as you go.
Below the items you can add as many photos as you like, in a grid, each with a caption. Show the water damage, the pile in the garage or the unit you're quoting. The photos go on the customer's page and the PDF without any setup.
- Line items from your price book
- A photo grid under the items, with captions
- Several estimates per job, so you can offer options
- Texted as a link, emailed with a PDF attached
Signing is approving
When the customer approves, they sign with a finger on their phone. The signature, their name and the time are stamped on the estimate, so there's no question later about what they agreed to.
Offer two or three options on the same job and, once the customer approves one, the others can decline themselves with a note saying which one was picked. That keeps your estimate list honest.
Deposits when you want them
You can ask for a deposit on approval. Settings › Estimates decides whether signing goes straight to the deposit payment or lets the customer choose to pay later, and whether the card is saved for the balance.
Once an estimate is approved you can lock it, so nobody edits the price after the customer has signed.
Know where every estimate stands
The Estimates list shows what's pending, approved and declined, sorted the way you want. Tick a few and send them a reminder in one go. The reminder wording lives in Settings › Templates, so it sounds like you.
Turn on notifications and you'll get a text, email or push when a customer opens an estimate. That's usually the best moment to call.
In practice
On a normal Tuesday an HVAC tech quotes a repair and a full replacement on the same visit, with photos of the old unit on both. The homeowner opens them that evening, and the office gets a push that the estimate was viewed. The next morning the customer signs the replacement and pays the deposit, and the repair option marks itself declined.
Step-by-step help for estimates is in the Help Center, with short screen recordings.
Open the Help CenterQuestions people ask
Can customers sign estimates on their phone?
Yes. Approving an estimate in Review Monster's CRM means signing it. The customer signs with a finger, and the signature, name and time are saved with the estimate.
Will I know when a customer opens my estimate?
Yes. The CRM can text, email or push you when an estimate is viewed, approved or declined. You choose which of those you want in Settings.
Can I take a deposit when the estimate is approved?
Yes. You can ask for a deposit on approval, let the customer pay it right away or later, and choose whether their card is saved for the balance.
Can I add photos to an estimate?
Yes. Add as many photos as you need in a grid under the line items, from the web or the phone app. They show on the customer's estimate page and in the PDF.
Works well with
Your services and products with prices, photos and tax, ready to drop onto any estimate or invoice.
Document designerLay out your estimates, invoices and receipts in a drag-and-drop designer, with your logo and your fields.
Customer portalA page with your logo where customers sign estimates, pay invoices, save a card and get receipts.
InvoicesSend an invoice as a link that opens straight to it, with reminders, deposits and a clean PDF.
Estimates comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.