Estimate the Project Before Work Starts
Build detailed estimates for multi-visit projects with labor, materials, and line-item breakdowns. Send them to customers for online approval — the estimate total is already the work order's budget, so there's nothing to re-enter.
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From Estimate to Approved Work Order — Without the Back-and-Forth
Stop emailing spreadsheets and chasing phone approvals. FSM Navigator® gives you a complete estimate-to-approval workflow built right into every work order. Pricing a single repair or a replacement with good, better and best options? Send a quote instead, on Pro and Enterprise: the customer signs online, pays a deposit, and an accepted quote can become a work order.
Detailed Line Items
Break down every estimate by labor hours, materials, quantities, and unit prices. Customers see exactly what they're paying for — no surprises.
Online Customer Approval
Send estimates to customers through the portal. They review, approve, or request changes on their own time — no phone tag required.
Approved and Ready to Schedule
Your estimate total is the work order's budget from the start — no copying numbers between screens, and nothing to re-enter when the customer approves.
Build Project Estimates in Minutes, Not Hours
Every estimate starts from the work order itself. Add labor hours, list materials with quantities and unit prices, and include custom notes or terms. The total calculates as you go — so you can review the number before the customer ever sees it.
Handling similar jobs regularly? Save the work order as a template. Next time an AC install or panel upgrade comes in, start from the template and generate the estimate — labor lines are built from its sub-job hours, and you adjust from there instead of building from scratch.
- Labor hours, materials, quantities, and unit pricing on every line
- Custom notes, terms, and conditions per estimate
- Reusable work order templates for common job types
- Send estimates for online review and approval — no PDFs to print or email
Know Exactly Where Every Estimate Stands
No more wondering "did the customer see it?" Every estimate has a clear status — draft, sent, pending, approved, or rejected. Your team sees the full picture at a glance, so nothing slips through the cracks.
Customers review estimates in the customer portal — a branded, professional experience where they can approve with one click or leave a note asking for changes.
- Pending, approved, and rejected status tracking
- Customer portal integration for self-service approvals
- Approved amounts flow directly into the work order budget
- Rejected? Re-open, adjust line items, and re-send
Revise an Estimate and Send It Again
Customer asked for changes? No problem. Re-open a sent or rejected estimate, adjust the line items, and send it back — the status moves right back into review so your team always knows where the estimate stands.
Every estimate carries a clear status — draft, sent, approved, or rejected — plus the rejection reason when a customer pushes back, so you know exactly what to adjust before you re-send.
- Re-open a sent or rejected estimate in a couple of clicks
- Adjust line items, notes, and totals, then re-send
- Clear draft, sent, approved, or rejected status on every estimate
- Rejection reasons captured so you know exactly what to change
Look Professional Every Time You Send an Estimate
Your estimates represent your company. Make sure they look the part — with a clean, branded online estimate and templates that save your team hours every week.
Polished Online Estimates
Send a clean, branded estimate customers open in the portal — your company name, line-item details, totals, and terms, all in one place. No PDFs to generate, print, or email. Every estimate looks like it came from a company ten times your size.
- Branded with your company details
- Full line-item breakdown with totals
- Custom terms and notes included
Estimates From Your Templates
Handle the same type of job regularly? Save the work order as a template. When a similar request comes in — AC install, panel upgrade, water heater swap — create the work order from the template and generate its estimate: each sub-job’s estimated hours are priced at your company labor rate, and you add parts and other lines from there. Your team spends minutes instead of building from zero.
- Save any work order as a reusable template
- Labor lines generated from sub-job hours at your labor rate
- Adjust quantities and pricing per job
Estimates That Connect to Everything Else
Estimates don't live in a silo. They tie into work orders, budget tracking, and the customer portal — keeping your numbers consistent from estimate to completion.
Work Orders
Every estimate lives on a work order. Approved amounts set the job budget automatically — no re-typing, no spreadsheet handoff.
Learn more about work ordersBudget Tracking
Approved estimate totals feed directly into budget tracking. Compare estimated vs. actual costs as the job progresses.
Learn more about budget trackingCustomer Portal
Customers review and approve estimates from a branded portal — no app download, no account creation friction. One click to approve.
Learn more about the customer portalCommon Questions About Work Order Estimates
Which plan includes estimates?
Work order estimates are available on the Enterprise plan at $59.99/user/month billed monthly, or $47.99/user/month billed annually. Every Enterprise subscription starts with a 14-day free trial so you can explore estimates, approvals, online customer review, and templates before committing.
Can customers approve estimates online?
Yes. Customers receive a link to review the full estimate — line items, labor, materials, and totals — directly in the customer portal. They can approve, reject, or request changes without calling your office.
What happens after an estimate is approved?
Your estimate total is the work order's budget — the numbers carry over automatically as you build the estimate, so once it's approved your team starts the job with an accurate budget already in place.
Can I revise an estimate after sending it?
Yes. Re-open a sent or rejected estimate, adjust the line items, and re-send it to the customer. The estimate status moves right back into review, so your team always sees where each estimate stands.
How do customers receive estimates?
Send estimates for online review and approval in the customer portal — no PDFs to print or email. Customers open a secure link, review the full line-item breakdown, and approve or reject right there.
Can I reuse estimate templates?
Yes, through work order templates. Save the structure of jobs you handle regularly — like AC installs or panel upgrades — as a template with its sub-jobs and estimated hours. When a similar job comes in, start from the template and generate the estimate: labor lines are built from those hours at your labor rate. Adjust quantities and pricing as needed, and you're ready to send.
More on Pricing the Work
What belongs in a quote, and the costs most estimates quietly leave out.
Ready to Send Estimates That Get Approved Faster?
Stop chasing approvals over email and phone. Build detailed estimates, send them through the customer portal, and let the approved budget flow into your work orders automatically. Try the full Enterprise experience free for 14 days.
14-day free trial on all paid plans · No setup or cancellation fees · Enterprise includes full estimate and approval workflow