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Estimates

Create and send professional, personalized estimates directly from your main company line via text. Streamline your quoting process, boost your win rate, and impress your customers with customizable options that work for every job.

Simple, Beautiful Estimates That Close Deals

Packed with features to simplify quoting and increase conversions, Notifi’s Estimates functionality puts everything you need at your fingertips.

Personalized Text Estimates

Send estimates directly from your company’s main phone line through text, ensuring customers feel connected and valued while enhancing trust and engagement.

Notifi Discount Preview Screenshot
Deposit Support for Easy Buy-in

Simplify the process with built-in deposit functionality, making it easy for customers to secure your services and for you to manage upfront payments.

Notifi Bundles Preview Screenshot
Smart Bundling for Better Negotiation

Bundle multiple line items into a single package for seamless pricing negotiations and improved clarity for your customers.

Optional Add On’s

Upsell and Finalize with Confidence

Add optional line items, use professional templates, and finalize with customer signatures for better upselling opportunities and faster approvals.

Notifi Add-on Preview Screenshot
Notifi Add-on Preview Screenshot
Upsell Made Simple

Optional line items let you upsell complementary services or products, giving customers the freedom to enhance their order.

Markup and Profitability Tools

With integrated markup functionality and cost tracking, you can ensure your quotes are both competitive and profitable.

Beautiful, Functional, and Effective

Notifi’s Estimates feature combines professional design, ease of use, and smart tools to simplify your quoting process and drive results.

Professional Presentation

Present stunning, polished estimates that reflect the quality of your brand and services.

Digital Signatures

Capture customer approvals instantly with built-in signature functionality to finalize deals quickly.

Cost Tracking for Precision

Build accurate quotes effortlessly with cost tracking, helping you maintain profitability and transparency.

Connect to key tools

Notifi’s app marketplace houses dozens of integral tools, making it easy to boost productivity and collaborate with your team, all while keeping your data centralized in Notifi.

Aurora Solar ➜

SumoQuote ➜

Docusign ➜

QuickBooks Online ➜

Frequently Asked Questions

Field Services Management platform is software designed to help businesses manage operations like job scheduling, dispatching, invoicing, and communication with customers and field teams.

It streamlines workflows by organizing job orders, automating processes like quotes and invoicing, and ensuring seamless communication between your team and customers. This leads to improved efficiency, better service, and happier clients.

Notifi is an all-in-one solution that combines built-in VoIP, a robust sales CRM, and customizable workflows. It helps you manage everything from scheduling jobs to sending invoices and tracking customer communications – all in one place.

An online platform like Notifi centralizes all your operations, making it easy to access job details, customer communications, and payments from anywhere. It boosts collaboration, reduces manual work, and simplifies your day-to-day processes.

Notifi stands out because of its:

  1. Built-in VoIP: Communicate seamlessly with customers using your business’s number – no extra software needed.
  2. Built-in sales CRM: Manage leads, track deals, and close sales faster, all within the same platform.
  3. Customizable workflows: Adapt Notifi to fit your unique processes, making it the perfect tool for your business.

Notifi is ideal for small to medium-sized businesses in industries like HVAC, plumbing, electrical, landscaping, and more. Whether you’re a team of 5 or 150, Notifi adapts to your needs and helps you grow.

Start growing your business with Notifi today.