Estimate
Build professional scopes from catalog items, labor, markup, and regional tax rules.
Sales-tax ready
Professional Estimate PDF under 5min
Quote it.
Win it.
Get paid.
Build professional estimates, collect client approvals, create invoices, and track project money from one connected platform.
Sales-tax readyClient approval linksStripe paymentsQuickBooks-ready records
Estimate EST-0041
Kitchen and bath estimate
Demo + disposal$1,850.00
Framing + drywall$4,920.00
Fixtures + finishing$3,640.00
Cabinets + counters$2,340.00
Subtotal$12,750.00
Tax (13%)$1,657.50
Total14,407.50
Client-ready PDF · approval link included
5 min
from cost catalog to a client-ready estimate
1 click
turns an approved estimate into an invoice
100%
of approvals logged with terms, time, and IP
Workflow
From estimate to payment without the handoff chaos.
Quote the work, get a clear client decision, invoice from the approved scope, and keep the money trail visible for every job.
Approve
Send a secure client link with version history, approval capture, and terms snapshot.
Audit ready
Invoice
Turn approved work into invoices, recurring billing, and QuickBooks-ready records.
QBO sync
Get paid
Collect online payments, track outstanding balances, and keep margin visible.
Stripe enabled
Step 1
Estimate
Build professional scopes from catalog items, labor, markup, and regional tax rules.
Sales-tax ready
Step 2
Approve
Send a secure client link with version history, approval capture, and terms snapshot.
Audit ready
Step 3
Invoice
Turn approved work into invoices, recurring billing, and QuickBooks-ready records.
QBO sync
Step 4
Get paid
Collect online payments, track outstanding balances, and keep margin visible.
Stripe enabled
Product tour
The real product. Not a mockup.
Work inside the real estimate builder and PDF customizer, then explore the same estimate summary, cost catalog, and dashboard you get on day one.
Build line items from the catalog, edit quantities and costs, and watch tax and totals update as you work.
1
Build the estimate
Pull real cost items from the catalog, set quantities and markup, and the totals and tax follow.
2
Send a clean approval link
Your client sees scope, totals, and terms — and approves right from the link.
3
Invoice from approved scope
The invoice carries the numbers your client already agreed to — nothing gets retyped.
AI Suite included
AI that does the paperwork you put off.
Ask in plain language. It works with your real estimates, invoices, and field logs — and nothing goes to a client until you say so.
- Drafts invoices straight from approved estimates
- Turns field logs into client updates you can send as-is
- Explains margin variance before it becomes a surprise
- Chases overdue invoices so you don't have to
AI Suite
ReadyYou
Included with every plan — drafts wait for your approval before anything sends.
Contractor perspectives
Built for the way the job actually runs.
Contractor perspectives from different markets, showing how one connected workflow feels from estimate through payment.
“I can build the estimate, send it, and see the approval without jumping between three apps. That is a workflow a small crew can actually keep up with.”
“The client-facing documents look polished, while I still get the cost detail I need for changes, invoices, and site records.”
“I can see what needs attention right away. Open approvals, overdue invoices, and project updates are all in one place.”
“Our estimator and site lead finally work from the same numbers. When scope changes, everyone sees the impact before work moves ahead.”
“The approval trail saves a surprising amount of back-and-forth. Clients know exactly what they are signing off on and when.”
“I used to rebuild the same information for estimates, invoices, and project updates. Now the workflow carries it forward for me.”
“The margin view gives me an early warning without making the client documents feel complicated. That balance matters.”
“From the first estimate to the final invoice, the job has one clear record. My team spends less time asking which version is current.”
Pricing
One plan. The whole toolbox. $39 a month.
AI, payments, QuickBooks sync, client portals, and every core workflow are included for less than one hour of billable work.
Unlimited clients and projects
3 team members included
AI Suite bundled
Branded PDFs and payments
Client approval portal
QuickBooks-ready records
The Pro plan
Early-adopter rate · first 100 contractorsRegular price
$79/mo
Lock in the early rate now
14-day free trialStart without a cardAvailable globallyPrices in CAD
Questions
Clear enough for the office. Simple enough for the field.
Straight answers before you commit.
Is Bossimating only for estimates?+
No. Estimates get you in the door, but the rest of the job lives here too — client sign-off, billing, online payment, project activity, field logs, and reports.
Does it handle sales tax correctly?+
Yes. Tax rates and labels are set per organization — including sales tax, VAT, GST, HST, and regional equivalents — along with currency, locale, PDF terms, and document templates.
Can clients approve without learning new software?+
Yes. Your client opens a link, sees the scope, totals, and terms, and approves right there. There's nothing to install and no access to your workspace.
What is included in the Pro plan?+
Everything. Projects, estimates, invoices, clients, 3 team members, QuickBooks sync, the AI Suite, branded PDFs, and online payments — no feature tiers to compare.