SimplySub makes it easy for subcontractors to create professional estimates and send them directly to customers. Each estimate can be reviewed online from a phone, tablet, or computer, giving customers a simple way to approve work without printing, scanning, or sending paperwork back and forth.
What this Feature Spotlight covers
The video walks through the full estimate workflow from creation to customer acceptance.
- Create an estimate and connect it to a customer and job
- Add catalog items, custom line items, quantities, pricing, and tax rates
- Duplicate, delete, and reorder estimate lines
- Send a branded estimate by email with a PDF copy
- Add an optional link to a third-party financing provider
- Let customers review, print, and accept estimates online
- Receive email notifications when an estimate is viewed or accepted
- Maintain a record of the customer’s acceptance details
Why it matters
Estimate follow-up can be difficult when you do not know whether a customer has opened the proposal. SimplySub helps subcontractors stay informed by sending a notification when an estimate is viewed. That gives your team a useful signal that it may be time to follow up.
Once the customer is ready to move forward, they can confirm their information and accept the estimate online. Your team receives an acceptance notification, and the confirmation details remain connected to the estimate for future reference.
Built to stay simple
SimplySub keeps the estimate process focused on the information subcontractors need. You can build estimates from reusable catalog items, add custom details when needed, and send everything through a professional customer-facing page branded with your company logo and colors.
The result is a straightforward estimating workflow that helps reduce paperwork, improve visibility, and make it easier for customers to approve work.