Win work · Estimates & signatures

Estimates that move the project forward.

Build a quote, get it signed and keep booking, rescheduling and customer follow-up close to the project.

14-day free trial. No credit card required to start.

The work, made clearer

Estimates & signatures. Built into the workflow.

Keep sales and delivery context in one place.

See signature and scheduling status alongside the work.

Access resend and customer communication controls.

From start to next step

Use your price book or an Opti-assisted draft.

Check terms and share the customer-ready estimate.

Use available booking and reschedule controls after reviewing the job.

A signature does not itself collect a payment or guarantee a booking. Moving quotes and BOLs retain their separate regulated workflow.

Connected capabilities

Win work

Give callers a natural conversation about your services, capture job details and bring the follow-up back to your team.

Win work

Turn photos, video or a job description into an editable estimate, then check the scope and pricing before you send it.

Win work

Keep leads, customer details, communications, quotes and projects connected so the next conversation starts informed.

Good questions

How does estimates & signatures fit into my business?

Build a quote, get it signed and keep booking, rescheduling and customer follow-up close to the project.

What should I check before turning it on?

A signature does not itself collect a payment or guarantee a booking. Moving quotes and BOLs retain their separate regulated workflow.

Can I try it before choosing a plan?

14-day free trial. No credit card required to start. Choose a plan and enter payment details to continue. No automatic charge.

14-day free trial. No credit card required to start.