Web: Work > Estimates

Estimates are the quotes your team sends customers. They come in from Housecall Pro or Jobber and show up on their own. The page shows the estimates your team has sent and which ones sold. You can sync manually and see when it last synced.

'Where this period's estimates went' shows three stages: Issued, Responded and Won, each as a percent of issued. You also see average sold ticket and median days to close. A 'Still maturing' badge means the period's close rate can still rise for a few more weeks.

Filter by issued date, status or salesperson. Statuses use your FSM's own words, such as Draft, Sent, Viewed, Approved, Declined or Expired. Click an estimate to see its options, what the customer bought, and a timeline of what happened.

Web: Overview > Leaderboard > Sales

Use the switch at the top to flip from 'Revenue' to 'Sales'. The board shows Salesperson, Issued, Approved, Declined and Close rate.