1. Draft the estimate
The contractor turns jobsite notes into a scope, line items, exclusions, and terms.
Workflow walkthrough
Example: approved estimate to reviewed invoice.
This walkthrough shows the intended shape of EstimateIn10 FSM Lite: the estimate gets written and approved first, then the contractor follows through on the won work.
How this works.
2. Send for approval
The customer reviews the estimate link and approves the agreed scope.
3. Create the job and visit
The approved estimate becomes scheduled work for the owner or tech.
4. Review and send the invoice
After work is completed, the invoice is reviewed before customer send or payment collection.
Best fit.
- A clear internal model for estimate-first FSM pages.
- Sales pages that need a concrete workflow without unsupported feature claims.
- Contractors comparing estimate approval and invoice follow-through.
Related pages.
RelatedContractor estimate appStart with the core estimate-first workflow.
RelatedEstimate approval softwareSend an estimate link and collect approval.
RelatedMobile estimate appQuote from the field while details are fresh.
RelatedJobber alternativeCompare against a broader field-service platform.
RelatedJoist alternativeCompare against template-first estimating.
RelatedHVAC estimate appSee the HVAC-specific estimating workflow.
FAQ.
Is this workflow live for every user?
Yes. FSM Lite is available for signed-in contractors while the workflow continues to improve.
Can customers approve the estimate?
EstimateIn10 supports customer-facing estimate approval links in the FSM Lite path.
Should I skip invoice review?
No. Contractors should review invoice details, terms, due dates, payment readiness, and customer promise before sending.
Try the estimate-first workflow on one real job.
Create the estimate draft, review the scope and price, then decide whether the lightweight follow-through fits your business.
Want the approved-estimate workflow checklist?
Drop your email and we will send the checklist for turning one approved quote into scheduled work and a reviewed invoice.