A single price on an estimate forces a yes-or-no decision. A tiered estimate — Good, Better, Best — turns that into a conversation about which option fits the customer’s situation. Across 12,400 Homespace businesses, tiered estimates close at 64% compared to 26% for single-price estimates, and the median time from send to signature is just 14 minutes. Go to Dashboard > Estimates to access the estimates feature.Documentation Index
Fetch the complete documentation index at: https://help.homespace.co/llms.txt
Use this file to discover all available pages before exploring further.
Single price vs. tiered estimates
| Metric | Single price | Tiered (Good / Better / Best) |
|---|---|---|
| Close rate | 26% | 64% |
| Average ticket lift | — | +38% |
| Median time to signature | 2.3 days | 14 minutes |
| Discount requests per estimate | 0.81 | 0.12 |
| Customer satisfaction (post-job) | 4.2 / 5 | 4.8 / 5 |
How to create and send an estimate
Open a new estimate
Go to Dashboard > Estimates and click New estimate. Select the customer from your contacts or create a new one by entering their name, address, and phone number.
Pull a trade template
Choose a template from your trade’s library. Templates come pre-loaded with common line items from your price book — HVAC tune-ups, plumbing fixes, roofing repairs, lawn services, and more. You can customize any template and save it for reuse.
Build your three tiers
For each tier (Good, Better, Best), add or remove line items, adjust quantities, and set your markup. Cost, markup percentage, and margin calculate live as you edit — so you can see your numbers before the customer does.
Attach photos from the truck
Tap the camera icon on any line item to attach a photo directly from your phone. Photos documenting the problem — a rusted fitting, a cracked panel, storm damage — remove the “why so much?” call later. Each photo is tied to the specific line item it supports.
Send to the customer
Click Send and choose how to deliver the estimate:
- SMS link — the customer taps a link from their phone and sees the estimate immediately
- Email — a branded email with the estimate attached as an interactive viewer
Customer signs and pays the deposit
The customer opens the estimate on their phone, reviews the three tiers, selects one, and signs with their finger. If you’ve enabled a deposit, payment is captured the moment they sign via Stripe. The signed estimate is stored on the job record automatically.
The live price book
Your price book is the catalog of services and parts that powers every estimate. When you update a price in the price book, it reflects on every active estimate automatically.Cost and markup
Enter your cost for any item and set a markup percentage. Homespace calculates the sell price and margin in real time so you always know your numbers before you send.
Trade templates
HVAC, plumbing, roofing, lawn, electrical, and more — each trade comes with a starter catalog you can fork and customize. Add your own items at any time.
Margin badges
Each tier shows an internal margin badge visible only to you and your team. If a tier is priced too thin, the badge flags it before you send.
Parts list handoff
When an estimate is signed, the materials list from the accepted tier populates the job’s parts list automatically — ready for your tech to pull from inventory.
On-site signing and deposits
The customer-facing estimate viewer is designed for a phone screen and requires no app installation.How the customer signs
How the customer signs
The customer opens the link on their phone. They see the three tiers side by side, can tap each one to expand the line-item detail, and then tap Select this option on their chosen tier. A signature pad appears — they sign with a finger or stylus. The signed estimate is timestamped and attached to the job record.
Capturing a deposit at signature
Capturing a deposit at signature
Enable deposits from Dashboard > Estimates > Settings > Deposits. Set a fixed amount or a percentage of the estimate total. When the customer signs, they are prompted to pay the deposit immediately via card, ACH, or Apple Pay. The deposit amount is deducted from the final invoice automatically.
What the customer receives after signing
What the customer receives after signing
Immediately after signing, the customer receives:
- A PDF copy of the signed estimate via SMS or email
- A deposit receipt if payment was collected
- A confirmation of next steps (scheduling, arrival window, etc.) if you’ve configured a follow-up message
Dispute protection
Dispute protection
The signed estimate, the attached photos, and the customer’s signature together form a complete paper trail. If a chargeback is filed, Homespace packages this evidence into a rebuttal automatically.
Win/loss tracking
Every sent estimate is tracked through its full lifecycle. From Dashboard > Estimates, you can see:- Open — sent but not yet viewed
- Viewed — the customer opened the link
- Signed — accepted and deposit collected (if applicable)
- Declined — the customer chose not to proceed
- Expired — estimate lapsed without a response
Win/loss analytics require at least 10 sent estimates to display meaningful data. If you’ve recently started using Homespace, the analytics panel will show a progress indicator until you reach that threshold.