When on, hides financing from customer regardless of total
All Groups Total$0.00
Margin0%
Profit$0.00
Commission—
Square Footagesq ftStub — full measurements module ships in Session 2.11
Good · Better · Best PricingCustomer sees side-by-side comparison and selects their preferred tierOFF
💰 Estimate Totals
Subtotal
$0.00
Tax (6.25%)
$0.00
Margin
0%
Total
$0.00
Good
$0.00
— margin
Better
$0.00
— margin
Best
$0.00
— margin
Subtotals shown — tax and deposit calculated from selected tier
📊 Margin Breakdown
Good
Better
Best
Margin
Cost
Revenue
📦 Materials
—
$0.00
$0.00
👷 Labor
—
$0.00
$0.00
🔧 Services
—
$0.00
$0.00
🎯 Tier Selection
No selection
Deposit moves here (gbb.2c)
💳 Wisetack Financing — 3, 6, 12 & 24 month terms shown to customer on their estimate view.
⚠
Template loaded with changes
Line Items
🔧 Change Orders
Save the estimate to preview client view
Draft ▾
Draft
Sent
Rejected
🎯 Record Customer Tier Selection
Record the customer's tier selection on their behalf. Use for phone, in-person, or
text confirmations. Customers can also self-select via the client view (Phase 3).
Selected Tier
Selected By (your name)
How was selection made?
Note (optional)
⭐ Set Recommended Tier
Mark a tier as recommended. The recommended tier appears as a hint on the customer's
client view, pre-fills the Tier Selection modal, and is included as a default when
you save this estimate as a template.
Recommended Tier
Create Invoice?
Which tier?
Status Change
Reason / Method
Note (optional)
⚠ Margin Warning
Send Estimate?
✓ Mark Change Order Approved In Person
You are recording an in-person verbal approval for
CO #?
($0).
This will apply the change order to the balance invoice exactly as if the customer had clicked the SMS link.
⚠️ Use only when the customer cannot click the link — at the jobsite, in-store, or by phone. The audit log will record both your name and the customer's name.
Customer's Name (as approved by) — expected: customer
Evidence Note (optional)
Photo upload coming in a future release. For now, paste a note describing what was witnessed.
＋ From Template
Start from a Service Type.
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📋 Add from Catalog
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No items selected
📄 Load Template
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⭐ Save as Template
Customer info is not included. Catalog prices snapshot at save time and refresh on load.