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ESTIMATES & INVOICES

Turn measured work into a clear customer decision.

Build the commercial step around the job record, support a scoped customer-facing approval path, and carry approved work forward without starting from a blank page.

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FROM SCOPE TO APPROVAL

Keep the estimate tied to the work it represents.

Build in context

Create estimate work from the authenticated customer and job workflow.

Present clearly

Use a scoped public estimate path designed to reveal only the intended customer record.

Record the decision

Keep approval status with the estimate rather than in a separate email trail.

Carry approved work forward

Move approved estimate context into the invoice workflow.

SCOPED PUBLIC ACCESS

Customer-facing does not mean publicly open.

Reviewed public workflow tokens use expiry or single-use controls where appropriate. Invalid estimate access returned a generic 404 without record information.

Review security boundaries

FOLLOW ONE REAL QUOTE

See the handoff from measured job to customer decision.

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