Win More Work · Quoting

Estimates that actually close.

Stop emailing PDFs and waiting three days. Send branded estimates with good/better/best options, take an e-signature on any phone, and capture the deposit the moment they accept.

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★ 4.8·1,200+ home-services pros·No credit card required
// CUSTOMER VIEWESTIMATE · LIVE
ACCEPTED · 4m 12sDEPOSIT $2,105 · SIGNED
Capabilities

Four reasons customers say yes.

The estimate is your highest-leverage sales surface. These four moves turn it from a PDF into a closer.

// 01Tiers · Good/Better/Best

Multi-option estimates

// CHOOSE YOUR OPTIONGOODStandard 14-SEER$6,840BETTER · MOST POPULARHigh-Eff 16-SEER$8,420BEST · VARIABLE SPEEDPremium 20-SEER$11,260// OPTIONS

Stop sending one number and hoping. Present three priced tiers side-by-side — most homeowners pick the middle one, and your average ticket climbs without a single hard sell.

// 02E-Signature · Any device

Sign on any device

ESPRESSO · COMPLIANTPHONETABLETDESKTOPSIGNED 9:14a · IP 73.92.· UA: iOS · GEO: RALEIGH NCESIGN ACT// SIGN

Tap-and-sign on a phone, tablet, or laptop — at the kitchen table or after dinner. Every signature is timestamped, IP-stamped, and ESIGN-Act compliant.

// 03Deposit · At signing

Deposit captured at acceptance

// PAYMENT · DEPOSITJob total$8,420.00DEPOSIT · 25%Captured at signing$2,105.00Visa •• •• •• 4827EXP 09/28Stripe ch_3OXyZA✓ SETTLEDBalance · due on completion$6,315.00// DEPOSIT

The card runs the same moment the signature lands. No "I'll mail you a check" ghosting, no Monday-morning collections call — the deposit posts before the tech leaves the driveway.

// 04Pricebook · Flat rate

Flat-rate pricebook

// PRICEBOOK428 ITEMS · SYNCEDCODEDESCRIPTIONFLAT RATEHVAC-014Annual maint. visit$189HVAC-022Capacitor replacement$240HVAC-06116-SEER condenser install$4,250HVAC-072Refrigerant recharge$320PLBG-031Water heater swap (50gal)$1,420TAP TO ADD TO ESTIMATE · NO HAND-PRICING// PRICEBOOK

Every tech quotes from the same book. Codes, descriptions, and margins live in one place — so the senior guy and the apprentice walk out with the same number.

Once they sign, the nudges keep working. See Quote Follow-ups →

Results

What happens when the estimate closes itself.

Averages across 1,200+ BossCrew crews in their first 90 days of digital quoting.

// 01Close rate
+27%

Close rate lift

vs. emailed PDFs. Multi-option pricing + on-the-spot signature is the canonical “reduce friction, raise yes-rate” move.

// 02Time to accept
3.2days → hrs

Same-day acceptance

Median time from “estimate sent” to “signed” drops from days to hours. Most accept on first view.

// 03Deposit capture
94%

Deposits captured at signing

Of accepted estimates collect the deposit the moment the customer signs — no second invoice, no chase calls.

// GET STARTED14-DAY TRIAL
For crews of 1 to 50

Send estimates customers actually sign.

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Customer
// FIELD-REPORTHVAC · TX
We were emailing PDFs and chasing signatures for a week. First month on BossCrew our close rate jumped from 42% to 61% — and more than half the customers picked the ‘Better’ tier. The deposit lands the second they sign. I don't even remember what collections felt like.
MR

Marcos R.

Owner · ComfortCrew HVAC

Verified · Q1 '26
// CLOSE RATE42% → 61%First 30 days after switching from emailed PDFs.
// AVG TICKET+$1.4kFrom customers picking the middle tier of three options.
// LIVE ON BOSSCREW14moNow also using Scheduling, Job Management, and Follow-ups.
Integrations

Signatures and deposits, without the side-stack.

E-signature and payments are built in. Accounting, CRM, and the rest of your ops stack stay in sync — without another monthly subscription.

// INTEGRATIONS-INDEX06 / 25+
Q-01NATIVE

Built-in e-signature

A DocuSign-grade signature flow lives inside the estimate. ESIGN-Act compliant, audit trail included — no extra subscription.

Q-02NATIVE
STRIPE

Stripe

Deposits and balance payments capture on the same card the customer signs with. Funds settle to your bank in two days.

Q-03TWO-WAY
$

QuickBooks Online

Accepted estimates convert to invoices in QuickBooks the moment the signature lands. No re-keying line items.

Q-04TWO-WAY

HubSpot

Estimate-sent and estimate-signed events push to HubSpot deal stages so sales sees the same pipeline as ops.

Q-05OUTBOUND

HelloSign / Dropbox Sign

Already on Dropbox Sign for the legal docs? Mirror BossCrew signatures so your filing system stays the system of record.

Q-06WEBHOOK

Zapier

Estimate events (created, sent, viewed, signed, paid) trigger 6,000+ downstream apps — CRMs, accounting, Slack.

// Don't see yours?

Most accounting, CRM, and signature tools integrate via webhook.

See all integrations →
Win More Work

Quoting is one part of winning more work.

The estimate is the closing move. These four features feed it the leads and keep them warm until they sign.