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Estimates

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.

No credit card · 30-day refund · Cancel anytime · Built in the US

Falcon Bill's estimates works on the phone, from the truck, between jobs. 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. Built for solo US tradespeople and crews up to 5. Mobile-first, no setup fees, US-based support.

Pros send a new estimate every 14 seconds on Falcon Bill.
On-site quoting

Drafts that start half-built.

Your price book pre-fills services and materials with current prices. Start from a job and its client, property, and line items carry into the quote.

  • Price book items one tap away
  • Photos attach to the estimate and its PDF
  • Discounts and tax preview in real time
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FALCON BILLNew estimate · HVAC repair
Estimate draft

David Ahn: A/C replacement

Cedar Peak HVAC · expires in 14 days
  • A/C diagnostic1 · from catalog
    $120.00
  • Condenser coil1 · from catalog
    $1,240.00
  • R-410A refill4lb · from catalog
    $320.00
  • + Add line item
2 site photos
Subtotal$1,680.00
Tax$138.60
Total$1,818.60
Send estimate
One-tap conversion

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 the lines, discount, tax, and notes
  • Timeline records who accepted, when
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EstimateEST-2026-044
Cedar Peak HVAC · A/C replacement
Accepted
  • A/C diagnostic1 · from catalog
    $120
  • Condenser coilReplacement · parts
    $1,240
  • R-410A refill4lb
    $320
Total$1,818.60
InvoiceINV-2026-044
Due Apr 27 · Net 7
Pre-filled from estimate
  • A/C diagnostic1 · from catalog
    $120
  • Condenser coilReplacement · parts
    $1,240
  • R-410A refill4lb
    $320
Total due$1,818.60
Client-visible

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
  • See when it's opened, accepted, or declined
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FALCON BILLCedar Peak HVAC
Estimate
#EST-2026-044
Prepared for
David Ahn
29 Ridgecrest Lane
Bend, OR 97701
Expires
May 14, 2026
Drafted
Apr 21, 2026
ScopeQtyRateTotal
  • Mini-split condenser install: labor6$125.00$750.00
  • Mitsubishi MSZ-GL12 head unit1$1,240.00$1,240.00
  • Linesets & mounting kit1$310.00$310.00
Awaiting approval
Estimate
$2,300.00
Sent to client via public linkfalcn.co/est/4gw7
Follow through

Follow-ups that close the loop.

Tap Nudge on a stale estimate to text the client from your own phone. Expired ones drop off the pipeline automatically, so the number on your dashboard reflects reality.

  • Nudge: a prefilled follow-up text from your phone
  • Daily check flips past-due estimates to expired
  • Re-send with a fresh expiration in one tap
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FALCON BILL
Estimates pipeline · follow-up queue
Today

Wed, May 13

May 2026
3 visits · open
  • Foster residenceNot opened yet
    Sent Mon
  • Northside HVACViewed by client
    Sent Tue
  • Maple Court HOAAccepted today
    Sent Wed
Needs a nudge$2,400 · 1 stale
  • Hartwell & SonsEST-003 · 9 days overdue
    $2,400
Ready to billMaple Court HOA · Accepted estimate
Bill

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
Pricing

Start free. Plans from $19/mo intro.

Start free with 3 jobs, 1 invoice, 1 estimate. No card required until you pick a plan.

Solo

$19/mo intro, then $29

Invoices, estimates, jobs, visits, card payments, AI assistant.

  • Unlimited invoices & estimates
  • Jobs + scheduling
  • AI assistant (10/day text)
Start with Solo

Boss

Most popular
$49/mo intro, then $69

Solo power user. More AI, voice input, multiple businesses.

  • Everything in Solo
  • 200 AI messages a day · voice input
  • Multiple businesses
Start with Boss

Crew

$79/mo intro, then $99

Owner + up to 4 workers. AI and voice stay with the owner seat.

  • Everything in Boss for the owner
  • Up to 4 worker seats (5 total)
  • Assign visits to each worker
Start with Crew

Free plan: no credit card · 30-day refund · Cancel anytime · Built in the US

See full pricing & comparison

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 and whether they accepted or declined. No more dead-air after the send.

  • Close on the spot

    The client approves the estimate on their phone, and the approval is timestamped. Convert it to an invoice before you leave.

  • Keep pipeline honest

    Past-due estimates 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
  • Client approval on their phone, timestamped
  • Branded PDF with your logo and accent color
  • Activity log on every estimate
  • Per-estimate terms and warranty text
Built for

Estimates for the US trades that run from the truck.

Beyond the basics

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 a quick Nudge text 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 timestamped paper trail

    The client's approval and its timestamp stay 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.

Use cases

How pros use Falcon Bill estimates.

  • Quoting a service call from the driveway before the client closes the door
  • Quoting by voice on the way to the next job, the assistant builds it from what you say
  • Telling the assistant what the client asked for and getting back a draft estimate
  • Sending two estimates, basic and full, so the client can pick one
  • Invoicing a 25% deposit right after 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
  • Starting an estimate from a job so its line items carry over
  • Revising an estimate after a call and sending the update
  • Keeping the timestamped approval for a job that'll need proof later
  • Flipping accepted estimate → invoice from the truck the moment work wraps
  • Texting the link from your phone and seeing when the client opens it

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
Get going

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?+

    Not from the app. The free plan includes one estimate to try, but sending starts on Solo. Solo 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 check flips past-due estimates to expired so your pipeline doesn't lie to you.

  • Can I duplicate an estimate?+

    Duplicate is on the roadmap. For now, save the lines you reuse to your price book, and the next estimate fills in fast.

  • Can a client sign the estimate?+

    No, there's no signature capture. The client approves the estimate on their phone from the public link, and Falcon Bill records when they did.

  • What about collecting a deposit on acceptance?+

    Deposits aren't collected at acceptance. Convert the accepted estimate to an invoice, then record the deposit as a partial payment, or send a separate invoice for the deposit.

  • How do revisions work?+

    Edit the estimate and send it again. There's no version history: the client always sees the latest, and the activity log shows when it was changed and sent.

Try Falcon Bill free. Your first three jobs are on the house, no card required.

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Last reviewed: · Built in the US for US trades.

No card · Takes 2 minutes

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