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Quotes & estimates

Quoting and estimating software for handymen and contractors

HandyBook lets you build a line-item quote (labor, materials, flat fees and markup) on your phone or computer, send it by email or text, and have the customer accept and sign it online from a secure link. Accepted quotes convert into a scheduled job and later an invoice without retyping anything.

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Which plans include it

Quotes & estimates is included on every plan (Starter, Pro and Business). The Starter plan is the lowest plan that includes it; see pricing for every feature by plan.

What a HandyBook quote includes

Every quote is built from line items, so the numbers your customer sees are the same numbers that flow into the job, the invoice and your profit reports.

  • Labor, materials and flat-fee line items with quantities and unit prices
  • Tax and markup calculated automatically
  • Your business details and notes on a PDF (logo, colors and fonts on the Business plan)
  • Job templates for work you quote often, so a repeat quote takes seconds
  • Before photos and sketches attached to the job record

How customers accept a quote

The customer opens a secure link on their phone, reviews the line items, and accepts with one tap. A digital signature can be captured on the same page, and you get a notification the moment it is accepted.

Email delivery is included on every plan. Text-message (SMS) delivery and automated follow-up reminders for quotes that have not been accepted are included from the Pro plan.

Faster estimating on Pro: calculators and AI

Pro adds tools that shorten the time between walking a job and sending a number.

  • 150+ job-type materials calculators (drywall, tile, flooring, painting, plumbing, electrical, decks, fences and more) that add a materials list to the quote
  • AI quote drafting from job photos, a voice description, or a few lines of text
  • Automated reminders that follow up on quotes the customer has not accepted

Quotes & estimates: frequently asked questions

Can customers accept a HandyBook quote without creating an account?

Yes. Customers open a secure link, review the quote and accept it (and sign, if you require it) without downloading anything or creating an account.

Can I send quotes by text message?

Yes, on the Pro and Business plans. Email delivery is included on every plan.

Does an accepted quote turn into an invoice?

Yes. The quote’s line items carry into the job and then the invoice, so you never retype prices.

Related features

Try HandyBook free for 14 days

Quotes, invoices, scheduling, CRM and card payments in one app for iPhone and the web. Cancel any time during the trial at no cost.

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