How to Create Your First Estimate
This guide walks through creating an estimate from a lead in SnapEstimate Pro.
Before you start
You'll need:
- A lead or customer record (with at least name and address)
- A short description of the work, or a voice note from the walkthrough
If you don't have a lead yet, see How to add a lead and capture job notes first.
Step 1: Open the lead
From the home screen, tap Leads, then tap the lead you want to estimate.
Step 2: Start the estimate
Tap Create Estimate on the lead. SnapEstimate Pro will use the scope and notes you've already captured to draft the estimate.
Step 3: Review the scope
The scope describes what you're going to do. Read through it and make sure it matches what you discussed with the customer. If anything's vague or missing, edit it. A clear scope sets expectations and protects you later.
Step 4: Review line items
Line items are the priced parts of the job. For each one, check:
- The description matches what you'll do
- Quantity / unit are right (e.g. 120 sq ft, 1 lump sum, 3 sections)
- Price reflects what you'll actually charge
You can add, remove, or edit line items. You can also include or hide unit pricing in the customer-facing version.
Important: SnapEstimate Pro drafts line items based on what you describe. You are always responsible for the final pricing. The app does not auto-price jobs.
Step 5: Set the total and deposit
Confirm the total. If you take a deposit, set the deposit percentage or amount.
Step 6: Add terms (optional)
You can include payment terms, warranty info, or notes for the customer. These appear at the bottom of the estimate.
Step 7: Preview
Tap Preview to see what the customer will see. Check:
- Your business name and logo
- Customer name and address
- Scope reads clearly
- Photos look right
- Total and deposit are correct
Step 8: Send
Tap Send. You can send by email, SMS, or share a link. The customer can view the estimate on any phone or computer — no app needed.
After sending, you'll see when the customer opens it and you can send a friendly follow-up if you don't hear back in a couple of days.
Tips
- Send same-day if possible. Speed matters — homeowners often pick whoever responds first with a real quote.
- Keep scope plain. Plain language reads as honest. Jargon can make people second-guess.
- Include a couple of photos. A photo or two of the work area builds trust.