Estimates That Close Jobs and Protect Your Margins
Estimates and Proposals in SkilledOS include Good/Better/Best tiered pricing, e-signatures, and PDF export - letting techs present professional proposals on an iPad and close on the spot.
SCR-08
Estimate builder showing Good/Better/Best tiered pricing with line items, e-signature field, and PDF export button
How It Works
1. Build the Proposal
Select from pre-configured templates or build custom line items. Set up Good/Better/Best tiers with different scope and pricing for each.
2. Present and Sign
Show the proposal on an iPad or phone. The customer reviews options, selects a tier, and signs electronically - all in the field.
3. Convert to Invoice
One click converts the approved estimate into an invoice. Collect payment on the spot or send a payment link via SMS.
Key Capabilities
- Good/Better/Best tiered pricing templates increase average ticket size by presenting upgrade options
- E-signature capture lets customers approve estimates on an iPad or phone in the field
- PDF export generates branded proposals that can be emailed or printed on-site
- Line-item pricing with materials, labor, and markup broken out for transparency
- Estimate-to-invoice conversion in one click when the customer approves
- Estimate tracking dashboard shows open, approved, declined, and expired proposals at a glance
How This Affects Your Profit
Good/Better/Best proposals increase average ticket size by 30-40%. Every upsell goes straight to your margin. When a customer picks the middle or premium tier, your material cost barely changes but your revenue jumps - that delta is pure projected profit.
Common Questions
What are Good/Better/Best proposals?
Instead of presenting a single price, your tech presents three options at different price points. The base option covers the minimum scope. The middle option adds recommended upgrades. The premium option includes everything. This anchoring approach consistently increases average ticket size because customers self-select into higher tiers.
Can techs create estimates in the field on their phone?
Yes. Techs can build estimates from pre-configured templates on the mobile app, customize line items, and present the proposal to the customer on the spot. E-signatures are captured directly on the device.
How do estimates convert to invoices?
Once an estimate is approved, one click converts it to an invoice with all line items, tax rates, and terms carried over. No re-entry required.
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