See exactly how it works.
Short walkthroughs, start to finish — setting it up, building an estimate, running it in the field, and turning a customer’s phone call into a quote.
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01
Quick Start
Start here. A three-minute quick start that gets you up and running with Instant Estimator.
02
Using Instant Estimator in the Field
For estimators, craftsmen and technicians: how to use the Instant Estimator app during an on-site walkthrough. Capture job details, document the scope of work, review labor and material estimates, make adjustments, and send the completed estimate to the office or the customer.
03
Creating Estimates from Customer Calls
For office managers and customer service staff: how to use Instant Estimator from the office after speaking with a customer. Turn call notes or recorded conversations into ready-to-review estimates, with less manual note-taking and less back-and-forth.
04
Creating an Estimate in the Dashboard
A complete walkthrough of building an estimate in Instant Estimator — from dropping in a call recording to sending the finished estimate to your customer, your office, or your CRM. This tutorial covers the web dashboard, but nearly every step works the same way in the mobile app.
05
One-Time Setup
How to set up Instant Estimator for your company: adding users, setting permissions, configuring default estimate recipients, adjusting material markup, and entering your pricing details — labor rates, fees, material costs and package pricing.
Try it on your next 20 estimates.
20 estimates on real jobs, free for 15 days.