01
Review the estimate
Open the contractor-side estimate with the customer, scope, line items, pricing, and current status together.
How ProQuote works
Watch one job move from estimate to payment-ready invoice.
This walkthrough uses ProQuote’s real contractor and customer-facing workflow: review the estimate, send it, capture customer approval, convert it to an invoice, and make online payment available without re-entering the job.
Full workflow walkthrough
Estimate → approval → invoice → payment-ready
The walkthrough stops with the invoice ready for online payment; it does not create a real charge.
One connected workflow
What you are seeing in the video
Each stage stays attached to the same job record, so the handoff from estimate to approval to invoice does not become another round of duplicate entry.
02
Send it to the customer
Move the estimate into the customer-review stage without rebuilding the job in another tool.
03
Customer reviews and approves
The customer opens the public estimate, reviews the work from their phone, and records approval electronically by entering their name.
04
Approval comes back to the job
The approved state is reflected in ProQuote so the contractor can move forward from the same estimate record.
05
Convert approval into an invoice
Create the invoice from the approved estimate instead of typing the customer, scope, and totals again.
06
Make payment available
The customer-facing invoice is ready with online payment through the contractor’s connected Stripe account.
Watch it, then take over
The interactive demo lets you drive the same product yourself.
Use a safe fake workspace with no login, no email, no card, and no real customer data—or create a free account when you are ready to use your own jobs.