← Back to all guides
Billing & Invoices

Send a Good / Better / Best estimate and get it accepted online

Build tiered quotes so the customer picks the option they want, then approve it to turn the accepted amount into an unpaid invoice.

Where: Money section -> Estimates

  1. Open Estimates and create or open a quote for the customer.
  2. Set up to three tiers - Good, Better, and Best - each with its own amount and scope.
  3. Click Copy link to share the customer's portal link so they can review the options themselves - that works today. (Sending the estimate by text only reaches the customer once SMS is enabled and approved for your account.)
  4. When the customer picks a tier, open the estimate and choose that option first.
  5. Click to mark the estimate Approved - this creates an unpaid invoice for the chosen amount.
  6. Email that invoice with a pay link, or collect payment however you normally do.
Good to know
  • Approving an estimate always creates an unpaid invoice - it does not charge the card by itself.
  • For a Good/Better/Best quote, choose the option before you approve, so the invoice bills the right tier.
  • Copy link lets you text or paste the estimate to the customer yourself, which works today. Resend re-sends it by text, which only delivers once SMS is enabled and approved for your account.