- A/C diagnostic1 · from catalog$120
- Condenser coilReplacement · parts$1,240
- R-410A refill4lb$320
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.
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.
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
David Ahn: A/C replacement
- A/C diagnostic1 · from catalog$120.00
- Condenser coil1 · from catalog$1,240.00
- R-410A refill4lb · from catalog$320.00
- + Add line item
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
- A/C diagnostic1 · from catalog$120
- Condenser coilReplacement · parts$1,240
- R-410A refill4lb$320
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
- 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
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
Wed, May 13
- Foster residenceNot opened yetSent Mon
- Northside HVACViewed by clientSent Tue
- Maple Court HOAAccepted todaySent Wed
- Hartwell & SonsEST-003 · 9 days overdue$2,400
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
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
Invoices, estimates, jobs, visits, card payments, AI assistant.
- Unlimited invoices & estimates
- Jobs + scheduling
- AI assistant (10/day text)
Boss
Most popularSolo power user. More AI, voice input, multiple businesses.
- Everything in Solo
- 200 AI messages a day · voice input
- Multiple businesses
Crew
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
Free plan: no credit card · 30-day refund · Cancel anytime · Built in the US
See full pricing & comparisonWhy 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
Estimates for the US trades that run from the truck.
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.
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
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.
Start free