SimplySub gives subcontractors a straightforward way to build, customize, and send estimates without jumping between separate tools. Estimates stay connected to the customer and job, making it easier to keep the bidding process organized from the start.
What this Feature Spotlight covers
This walkthrough shows the full estimating workflow, from creating the estimate to sending it to the customer.
- Create a customer and job directly from the estimate screen
- Add products and services from your catalog or create custom line items
- Set quantities, units, rates, taxes, customer notes, and terms and conditions
- Reorder or duplicate estimate line items as needed
- Control which pricing columns are visible to the customer
- Preview the estimate before sending it
- Send estimates through the customer portal with an optional PDF attachment
- Track estimate views when customers open the estimate through the portal
Why it matters
Estimating often involves more than putting a price on a job. Subcontractors need to organize scope, pricing, customer information, terms, and communication while keeping the proposal easy for the customer to understand.
SimplySub keeps those pieces together. You can present detailed line-item pricing or simplify the customer-facing estimate into package pricing, depending on how you prefer to bid your work. Customers can review the estimate, view the terms, and accept it with a signature.
Built to stay simple
The estimating workflow is designed to reduce extra steps. You can create customers and jobs without leaving the estimate, reuse products and services from your catalog, customize individual line items, and preview exactly what the customer will see before you send it.
Once the estimate is sent, its status updates automatically so your team can keep track of where each opportunity stands.