Estimates
Quote the work before it starts, and turn the accepted quote into the invoice rather than retyping it.
Part of Finance Management
What Estimates does
An estimate is a promise about a number, so the risk is in the gap between what was quoted and what gets billed. Retyping the quote into an invoice is exactly where that gap opens.
Keeping them as two states of one document closes it. What was agreed is what goes out, and any revision along the way is still on the record.
- Build a priced estimate against a customer record
- Send it, revise it and keep every version
- Convert the accepted one into an invoice without re-entry
Where this one earns its place
Trades and services that price each job rather than each item
Businesses where quotes are revised more than once
Anyone who has billed the wrong figure from an old quote
It is not a separate tool
Estimates is part of Finance Management, and Finance Management reads and writes the same records as everything else on the platform. There is nothing to integrate, and no second copy of your customers.
- One login, and one bill for whatever you use
- One customer record, shared by every app that touches it
- No connector to build, and none to maintain
- Turn it on without migrating anything
The rest of what Finance Management does
These come with it. Nothing here is a separate purchase or a separate login.
Questions about Estimates
Talk to someone who sets this up for a living.
No. It is part of Finance Management, so it comes with that app rather than being bought and logged into on its own.
Finance Management works on its own, and gets more useful the more of the platform you run alongside it, because they all read the same records. There is nothing to connect and nothing to migrate first.
Yes. Book a demo and we will show it running on the kind of data you actually have, rather than on a sample account.
Get started today.
Clarity. Growth.
Book twenty minutes with our team. We will map your current stack, show you what Kore replaces, and give you a straight answer on cost.
A named person from the Frisco team, not a call centre.
- No setup fee
- Live in days, not months
- Cancel any module anytime
Not ready to talk? Take the monthly email.
What we shipped, what broke, and the occasional customer number. One email a month.
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