Estimates
Estimate software for service jobs and contractors
An estimate should explain the work, not just the total. Put the scope, quantities and prices in a document that can stay with the job as it moves into the schedule.
| Invoice | Client | Status | Total | Unpaid | Open |
|---|---|---|---|---|---|
| ProgressMay 18 | Example HomeownerSample Deck Renovation | OverdueDue Jun 1 · 164 days late | CA$7,500.00 | CA$7,500.00 | |
| ProgressMay 10 | Example HomeownerSample Deck Renovation | PaidPaid in full | CA$4,250.00 | — | |
| ProgressMay 2 | Example HomeownerSample Deck Renovation | PaidPaid in full | CA$4,000.00 | — |
Interactive project workspace · sample data
The problem
Where the work slips.
Small gaps between the estimate and the work add up.
- Business details are retyped for every quote.
- A single amount leaves the scope unclear.
- The field team needs context from the agreed work.
In Ordvero
How the work moves.
From the agreed scope to the final invoice, on one project.
- Step 1
Set business document defaults
Save the business identity, branding and document settings you use repeatedly. Review tax and payment wording for your own business before using the defaults.
- Step 2
Describe the proposed work
Choose the client and project where applicable. Enter line descriptions, quantities and prices that explain the scope and exclusions rather than relying on a total alone.
- Step 3
Preview and share the estimate
Review the document before sending or exporting it. Send a secure estimate link so the client can review and respond; keep that response with the estimate.
- Step 4
Carry context into delivery
Keep the estimate associated with the project. Review changes to the agreed work before using the billing workflow to prepare the next document.
Is it a fit?
Common questions
For quoted service work across trades and property services. Pricing and quantities come from your business; no automatic takeoff or trade-specific price calculation is promised.
Can I reuse my logo and business information?
Yes. Business and document settings provide saved defaults for new documents.
Does Ordvero decide what I should charge?
No. You enter and review prices and scope. Recorded job costs can inform your decisions but are not an automatic quote guarantee.
Related
Keep the next part connected.
Start with your next job.
See how the project record fits your business, then choose a plan.