If a tech finds extra work on a service call — a failing capacitor, a duct repair, an add-on install — they can turn that scope into an estimate without leaving the job.
From the office
- Open the job.
- Click + Estimate at the top right.
- The customer, address, and any pricebook items already on the job pre-fill into the estimate.
- Add or edit line items.
- Hit Send.
The estimate is linked to the parent job — you'll see it in the job's right rail under Estimates.
From the field (mobile)
- Tech opens the job on the iPad.
- Taps Build estimate.
- Pulls items from the pricebook.
- Presents on the iPad. Customer signs.
When the customer signs, the estimate flips to Approved and a follow-up job is automatically scheduled (or queued, depending on your setting).
Invoice instead of estimate
If the customer says yes, do it now and there's no need for a separate quote:
- Click + Invoice (not Estimate) → the line items get billed directly on the current job. No new job is created.
When to use which
| Document | When it fits |
|---|---|
| Estimate | Work that needs a separate visit, or where the customer wants to think it over. |
| Invoice | Add-on work performed during the current visit. |