Home › Features › Estimates & proposals
Estimates & proposals · Free
Proposals the customer can pick, sign and pay a deposit on.
Build good, better and best options from your price book, send one link, and let the customer choose a tier, sign and put down a deposit from their phone.
No credit card · no contract · unlimited users
Real screen from MyHomeService360. Names and numbers are sample data.
Estimates & proposals highlights
Three options, one link
Pick three systems from your price book and the proposal writes the side-by-side with efficiency and warranty copy for you.
Signed on the spot
The customer approves from the link and signs right on the page. You see it the moment it’s accepted.
Deposit up front
Collect a card deposit on the approval page, or record a check or cash deposit. Held deposits apply to the invoice automatically.
Start from templates, not a blank page
Save estimate templates and job and task templates, set markup and margin rules, and import vendor catalogs so pricing stays consistent across the crew.
- Estimate, job and task templates
- Markup and margin calculator
- Vendor catalog import
From yes to invoice without retyping
When the customer approves, convert the estimate to an invoice in one step. Any deposit you’ve already collected comes off the balance.
- One-click convert to invoice
- Deposits applied automatically
- Inspection and job forms
- Warranty records
Included free
What’s included in Estimates & proposals
No add-on tiers. Every company gets all of it, with unlimited users.
- Good, better, best proposals
- Auto-written efficiency and warranty copy
- Email and text approval links
- E-signature on approval
- Card deposits, or record check or cash
- Estimated monthly payment display
- Convert to invoice with deposits applied
- Inspection forms and warranties
- Customer financing through a lender Coming soon
Works together
One login runs the rest of the shop, too
Price book
Flat-rate pricing loaded for your state, priced from your real costs.
Learn more →Invoicing & payments
Pay links, saved cards and deposits that post straight to your books.
Learn more →Customers & home record
Every customer’s history, equipment and pipeline, plus a free home app for them.
Learn more →Scheduling & dispatch
Day, week, month and list board with AI assign, repeat jobs and on-my-way texts.
Learn more →Estimates & proposals questions
Can customers approve a proposal from their phone?
Yes. They open the link, choose an option, sign and can pay a deposit, all on their phone.
Do you offer customer financing?
Not yet. A proposal can show an estimated monthly payment using the APR and term you enter, but there’s no lender connected today.
Does it work with my price book?
Yes. Options pull straight from your price book, including the state-priced starter book if you loaded one.
Run the whole shop free, starting today.
Set up your company in a few minutes. No credit card, no contract, no per-user fees. Bring your crew and your customers.
$0 a month · unlimited users · card payments cost Stripe’s fee plus our 1%