Estimate Module – Close More Deals, Faster
Turn Opportunities Into Approved Jobs—Faster Than Ever
In service-driven businesses, speed and professionalism win deals. The TrackWorks Estimates Module allows you to create, send, track, and convert estimates seamlessly—eliminating delays that cost you revenue.
What This Module Does
The Estimates Module transforms how your business handles pricing and approvals by digitizing the entire estimating process. Whether in the office or in the field, your team can generate accurate estimates in minutes and send them directly to customers for fast approval.
Instant Estimate Generation
Build and send estimates directly from the web dashboard or mobile app.
Custom Pricing & Discounts
Tailor pricing structures for different customers, add discounts, and modify details effortlessly.
Automatic Work Order Conversion
Convert approved estimates into active work orders with a single click, eliminating redundant data entry.
Customer Approval Tracking
Monitor approvals, send reminders, and get notified when a customer accepts an estimate.
Why You Need This Module
Every hour an estimate sits unapproved is a chance for a customer to choose another provider. This module helps you close more jobs, faster—without increasing staff or workload.
KEY CAPABILITIES
Create detailed estimates with labor, materials, taxes, and custom line items. Instantly send estimates via email or the Customer Portal. Track estimate status in real time (approved, declined). Capture digital approvals with full audit history. Convert approved estimates directly into work orders or invoices. Maintain a centralized estimate history per customer
BUSINESS IMPACT
Increase close rates by responding faster than competitors. Reduce administrative overhead by eliminating manual documents. Improve pricing accuracy and consistency across your team. Enhance customer trust with professional, easy-to-approve estimates
Add the Estimates Module and turn quotes into revenue without delays.
Contact us today!
With TrackWorks, you can build a customized, scalable solution that grows with your business. Invest in efficiency today!
Phone
786.723.1192
Address
95 Merrick Way, Suite 365, Coral Gables, FL 33134
Expandable Modules – Enhance Your TrackWorks Experience
With TrackWorks, you can build a customized, scalable solution that grows with your business.
Invest in efficiency today!
core module
Our standard base includes everything you need to manage your field service operations, with additional modules available to customize and enhance your workflow.
iNVOICE Module
Generate invoices instantly from work orders. Track invoice status in real time (draft, sent, paid). Maintain a complete invoice history for each customer.
PURCHASE ORDER MODULE
Create purchase orders tied to specific work orders. Track PO status from request to fulfillment. Link vendors and costs directly to jobs. Maintain a complete purchase history.
Seamless Integration
Our integration capabilities ensure that your field service management system connects seamlessly with all major accounting and inventory platforms