SimplySub gives subcontractors a simple way to create, send, and manage estimates without jumping between spreadsheets, email threads, and separate finance tools.
From the Commerce area, you can view active estimates, drafts, invoiced amounts, outstanding amounts, and other revenue details in one place. This gives your team a clearer picture of what has been sent, what has been accepted, and what still needs follow-up.
What this Feature Spotlight covers
This video gives a walkthrough of the estimating workflow inside SimplySub, including:
- Viewing estimate metrics from the Commerce Revenue System
- Filtering estimates by status, such as sent or accepted
- Searching estimates by customer name
- Editing, viewing, sending, downloading, and deleting estimates
- Converting estimates into standard invoices or progress invoices
- Sending estimates by email with CC, BCC, subject, and message options
- Adding line items from a product catalog or as one-off free text items
- Using QuickBooks Online product synchronization where applicable
- Viewing estimates from the job’s Commerce tab
Why it matters
Estimates are often the starting point for getting paid. When they are scattered across documents, inboxes, and disconnected tools, it is harder to know what has been sent, what has been approved, and what is ready to invoice.
SimplySub keeps estimates tied to the customer, the job, and the larger commerce workflow. That helps subcontractors stay organized, follow up faster, and move approved work into billing without unnecessary re-entry.
Built to stay simple
The estimate editor is designed to stay practical. You can use saved catalog items, adjust pricing when needed, add custom one-off line items, rearrange estimate details, add internal notes, and set statuses or expiration dates.
Estimates are also available from desktop, phone, or tablet, so your team can access job financials wherever the work is happening.