Not every client is ready to book on the spot — many want a quote first. Estimates let you (or your clients) request a price for one or more services, then turn that approved quote into a scheduled job with a tap.
Estimates are available on the DetailerChoice and DetailerExclusive plans.
How an Estimate Starts
There are two ways an estimate gets created:
You create it — build an estimate for a client right from the app.
A client requests it — visitors and existing clients can request an estimate from your booking site, and you'll get a push notification the moment one comes in.
Creating an Estimate
Choose a client — select an existing client or create a new one right on the form.
Add estimate items — for each item, pick the vehicle (or add a new one) and describe the service the client wants. You can capture vehicle condition too: overall condition, plus whether there's pet hair, stains, or odors, and any special concerns.
Budget information (optional) — note a budget range and what matters most to the client: lowest price, value, or quality.
Scheduling preferences (optional) — capture how soon they need it, preferred days and times, dates that don't work, and whether they're flexible.
Service location — depending on your business type, record the mobile details (parking, water/electric/shade) or in-shop details (whether they can drop off, and a preferred drop-off time).
When a client requests an estimate from your booking site, they walk through these same steps, and can also upload photos of their vehicle. New clients confirm their phone number with a quick text code before submitting.
Viewing Estimates
On the Estimates page you can see every estimate and filter by Active, Archived, or All. Tap any estimate to open its details and review everything that was captured.
Pricing an Estimate
When you're ready to put a price on a request, open the estimate and tap Price:
Select services — for each item, choose the service and, if you like, adjust the price, add add-ons, or apply additional fees.
Confirm the service location — if your business does both mobile and in-shop work, you can override where the service will happen.
Add notes (optional) — anything you'd like the client to see when they review the quote.
Set an expiration — estimates default to four weeks out, but you can pick any date to add a little urgency.
Add a discount (optional).
Review the price summary — a clean line-item breakdown of the total.
Sending an Estimate
Once it's priced, you can send the estimate right away or come back to it later. When you send it, the client gets a text with a link to view it. Until you send it, the client can't see anything.
What the Client Sees
The client opens the link to a clear breakdown of the price and any notes you added. From there they can:
Accept — they pick a date and time from your availability (and add an address if it's a mobile job and one wasn't set). That instantly turns the estimate into a scheduled job on your calendar.
Decline — the estimate is marked declined.
If they don't make a decision before the expiration date, the estimate simply expires.
The Life of an Estimate
Stage | What's happening |
Draft | A request has come in (or you've started one) but it isn't priced yet. |
Priced | You've added services and a price, but haven't sent it. |
Sent | The client has the quote and can accept or decline. |
Converted | The client accepted and picked a time — it's now a job. |
Declined | The client passed on the quote. |
Expired | No decision was made before the expiration date. |
Why Estimates Work
Some clients just won't book cold — they want a number first. Estimates meet them where they are, capture everything you need to quote accurately, and remove the friction of turning a "maybe" into a booked job. You stay in control of pricing and scheduling, and the client gets a clean, professional quote they can accept in seconds.