• Create Beautiful Estimate

ServiceSeers helps you to create beautiful estimates with photos and modern templates

• Impress your Client

ServiceSeers offers electronic signature for your customers

• Online Accpecptance

Get customer Approval online and start working on converting it to Invoice or work order based on your job requirement

Do you create estimates, quotes, or proposals for prospective customers before you start a job?
You can create your estimates in ServiceSeers, email them to customers, and then convert them into Work orders for your service technician to start the Job once the job is complete convert it to an invoice after you complete the work. Here’s how you do it.

• Navigate to Plus sign

Create new Quotation or Estimate

• Bill To

Select Customer Name

• Choose Address

Select appropriate Service address

• Add Item

Add list of products or Services

• Enter Quanity

Enter Quantity for the line item

• Enter Product or Service Sales Price

Please add product or Service Sales Price

• Markup or Margin

Add Markup and Margin

• Charge Tax

Add Tax Manually or Selected Pre-entered tax based on the county

• Add Discount

You can additionally add discount

Once you maintain your product and service master all you have to do is to select appropriate product or service at the line item level .
You can send email or Text estimate to your customer , customer can accept quote electronically and you can get immediately notified of the status change .

• Job Name

Add a meaningful Job Name for example - John Doe Basement Job

• Job Location

Attic , Basement , Kitchen add more important details about the job location

• Valid Until

Validity date of your Estimate

• Prepeared By

Add details of the user who prepared the Estimate or Quote

• Notes

Add Customer Notes and write a message to customer

Add meaningful information for your service technician so he / she knows what to expect before they even step foot at the Job site ....

• Approved Estimates

Approved Estimates can be converted to a work order

Once your customer approved your estimate you can convert it to a Work Order and assign it to your preferred Service Technician

• Completion of work

After successful Job completion you can convert the work order to an invoice

When your customer approved your estimate and you finish your work for this customer, you can convert the estimate into an invoice form your list of estimates simply by clicking Convert to invoice on the estimate details