Estimates & Proposals
Create Good/Better/Best estimates that close 30% more deals
30%
Higher ticket sizes
3
Option tiers
✓
AI estimation
✓
One-click job conversion
SyncHQ Pro estimates let you create single or multi-option Good/Better/Best proposals that customers can compare side by side. Convert approved estimates into jobs with one click. Use AI-powered photo estimation and your price list catalog for accurate, fast quoting.
Why Teams Love This Feature
Good/Better/Best Options
Present customers with tiered options — anchoring psychology drives 30% higher ticket sizes (industry benchmark).
Convert to Job
When a customer approves an estimate, convert it to a scheduled job with one click — no re-entry.
Price List Integration
Pull items from your service catalog / price list so pricing is consistent across your team.
AI Photo Estimation
Take a photo of the job site and let AI suggest materials, scope, and estimated pricing.
Powerful Features Built for Service Management
Multi-Option Estimates
Create tiered Good/Better/Best proposals for higher close rates.
Good/Better/Best option tiers
Side-by-side comparison view for customers
Estimate groups with parentId linking
Per-option line items and pricing
Customer selects preferred option
Estimate Lifecycle
Full workflow from creation to job conversion.
Draft, sent, approved, rejected, and expired statuses
Send estimates via email, SMS, or WhatsApp
Customer digital approval
Convert approved estimate to job
Estimate search, filtering, and history
Price List & Catalog
Manage your service catalog for consistent pricing.
Centralized price list in Settings
Service items with descriptions and pricing
Add price list items directly to estimates
Team-wide pricing consistency
Category-based organization
AI-Powered Estimation
Use AI to speed up the estimation process.
Photo-based scope and material suggestions
AI-generated service descriptions
Historical pricing recommendations
Smart proposals via BYOK (OpenAI/Anthropic)
Available on Growth and Scale tiers
Frequently Asked Questions
What is Good/Better/Best?
Good/Better/Best is a multi-option estimate format where you present three tiers of service. The "anchoring" effect of higher tiers drives customers toward the middle option, resulting in 30% higher average ticket sizes (based on industry benchmarks).
Can I convert an estimate to a job?
Yes. When a customer approves an estimate, click "Convert to Job" to automatically create a job with all the details from the estimate — no re-entry needed.
How does AI photo estimation work?
Take a photo of the job site and upload it. The AI analyzes the image and suggests materials, scope of work, and estimated pricing. Available on Growth and Scale tiers with a BYOK AI key.
Can I use a standard price list?
Yes. Set up your service catalog in Settings > Price List. When creating estimates, pull items directly from the catalog so pricing is consistent across all team members.
Related Features
Explore other features that work great with Estimates & Proposals
Ready to Try Estimates & Proposals?
All features included. No credit card required. 30-day free trial.*