Quote on site, not in the office at midnight.
Build an estimate before you leave the driveway. Send it by email or public share link and track when the client opens, accepts, or declines.
Try estimates on a live workspace.
No credit card, no setup call. Three jobs and a full invoice on the house.
Drafts that start half-built.
Your price book pre-fills services and materials with current prices. Photos, notes, and discounts carry from the job into the quote.
- Price book items one tap away
- Photos attach to the estimate and its PDF
- Discounts and tax preview in real time
Accepted estimates become invoices.
No re-keying, no blank form. The job, the client, the line items, and the totals all carry across.
- Accept in the client portal or mark accepted manually
- Invoice inherits everything from the estimate
- Timeline records who accepted, when
A public link that feels official.
Send the estimate by email or drop the link in a text message. The client sees a professional portal, not a raw PDF attachment.
- Accept or decline from the public page
- Expiration date shown to the client
- Analytics: you see every open and every action
Reminders that close the loop.
Stale estimates get a polite nudge. Expired ones drop off the pipeline automatically, so the number on your dashboard reflects reality.
- Auto-reminder on estimates sitting open too long
- Daily cron flips expired drafts to expired
- Re-send with a fresh expiration in one tap
Quote faster. Win more work.
- 6m
- Average time to draft a first quote
- 3×
- Higher conversion when sent same-day
- 48h
- Median time to client acceptance
- 0
- Double-entries between estimate and invoice
Spin up a test invoice and see the flow.
Every action below runs on the real app, no demo, no sandbox.
“I finally stopped losing jobs because my competitor's quote got there first. With Falcon Bill I send the number before I pull out of the driveway.”
Why estimates are the first thing pros set up.
Win the speed race
Clients pick the quote that lands first. Same-day quotes convert three times more often than next-week quotes.
Look like a business
Branded PDF + a public portal with your logo says 'company' rather than 'guy with a truck and a notebook.'
Skip the re-entry
Accepted estimate → invoice → paid, with no blank forms in between. Fewer mistakes, less paperwork.
Track what happens next
See when the client opened the estimate, how long they spent, and which action they took. No more dead-air after the send.
Close on the spot
Deposits collected inside the acceptance flow let the client say yes and pay up front in the same action.
Keep pipeline honest
Expired drafts flip themselves to expired. The number on your dashboard is the number you can actually close.
Everything an estimate needs, nothing it doesn't:
- Line items with kind, quantity, and unit
- Draft by voice or chat — the AI assistant pulls from your price book
- Per-item taxable flag
- Discount as amount or percent
- Expiration date with auto-expire
- Notes, scope, assumptions, validity terms
- Photos from the site
- Public share link with open tracking
- One-tap convert to invoice on acceptance
- Signature capture on acceptance
- Deposit collection in the acceptance flow
- Scope revisions with version history
- Per-estimate terms and warranty text
What a great estimate tool gives you back.
Confidence at the door
Your price book does the math while you're still walking the property. Quote on the spot without doing mental arithmetic.
Momentum after the send
Open-tracking and auto-reminders keep estimates warm so they don't go cold on your dashboard.
A clean win
Accepted estimate flips to invoice in a tap. No typing the same numbers twice, no manual status change.
Transparent scope
Photos, bullets, and terms live on the same PDF. Clients know what they're buying; you know what you're on the hook for.
A signed paper trail
Signature and timestamp preserved with the estimate. If scope becomes a question later, the record is right there.
No surprise endings
Expired estimates drop themselves off the pipeline. You don't chase ghosts and your close-rate stops lying to you.
Open a workspace and send something.
Draft, send, get paid, end-to-end in under two minutes.
How pros use Falcon Bill estimates.
- Quoting a service call from the driveway before the client closes the door
- Quoting by voice on the drive to the next job — the assistant builds it while you talk
- Forwarding a WhatsApp client thread to the assistant and getting back a draft estimate
- Sending two scope options so the client can pick on the public link
- Collecting a 25% deposit on acceptance to hold the slot
- Attaching before photos to the estimate to head off scope creep
- Expiring old quotes automatically so the pipeline stays honest
- Duplicating a last-month job into a fresh estimate with one tap to the price book
- Revising an estimate mid-conversation and re-sending without losing the first version's signature
- Capturing a signature on acceptance for a job that'll need proof later
- Flipping accepted estimate → invoice from the truck the moment work wraps
- Sending the link by text message and seeing the client open it live
“I used to write estimates at my kitchen table at 10pm. Now I send the number before I leave the job. That one change added three closed bids a month.”
Estimates, measured.
- 60s
- To draft an estimate from the price book
- 3×
- Same-day quotes vs. next-week quotes
- 100%
- Open tracking on sent estimates
- 0
- Blank forms between estimate and invoice
Your first three jobs are on the house.
No card required. Your data carries into any paid plan the day you upgrade.
Common questions about estimates.
Can I send estimates on the free plan?+
Yes — three estimates are included on the free plan. Starter and above are unlimited.
What happens when an estimate is accepted?+
The status moves to accepted and a 'Convert to invoice' button appears. One tap creates the invoice with everything already filled in.
Can clients decline with a reason?+
Yes. When they decline from the public portal, they can leave a short note. You see it on the estimate detail page.
Do estimates expire automatically?+
If you set an expiration date, yes. A daily cron flips overdue drafts to expired so your pipeline doesn't lie to you.
Can I duplicate an estimate?+
Duplicate is on the roadmap. For now, convert the accepted one into a template by saving its items to the price book.
Can a client sign the estimate?+
Yes. Signature capture is built into the public acceptance flow, and the signed copy is stored alongside the estimate PDF.
What about collecting a deposit on acceptance?+
Set a deposit amount or percentage; the client pays it as part of the acceptance flow on the public link.
How do revisions work?+
Edit the estimate and send again — the activity feed records each revision so both sides know which version was accepted.
Try Falcon Bill free. Your first three jobs are on the house, no card required.
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