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Modern Estimates v1

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Shared by Parker • May 19, 2025

Modern Estimates v1 – A Faster, Smarter Way to Win More Work.

🎯 What’s New

We’ve overhauled the estimate experience in the Customer Portal to help you close more deals, faster—with a clean design, quicker payments, and smarter insights.

CLICK HERE to see Modern Estimates in action!

✨ Highlights

✅ One-Step Estimate Deposits

From 5 steps down to 1, It's easier than ever for customers to say yes to an estimate.

🎨 Modern Look

A polished, professional layout across desktop and mobile.

❓Decline Reasons

Gain insight into why an estimate was rejected by the customer so you can adjust and improve.

🔐 Improved Login Flow

A smoother, more secure customer login experience.

📱 Mobile Optimized

Better usability on mobile devices for customers interacting with estimates.

🔧 Built for the Future

Behind the scenes, we’ve rebuilt key infrastructure—new APIs, improved authentication, and a foundation for rapid updates. Expect faster innovation and more powerful features soon.