Quote the work clearly
Add scope, itemized labor, materials, taxes, references, due dates, payment terms, and preset or custom deposit terms. Check the live paper-style preview before sending.
Contractor estimate app
Send a contractor estimate that is ready for the client to review.
Build an itemized estimate from the field, include your scope, terms, deposits, and payment disclosure, then send a branded email and a secure public link the client can open without a Tallyf account.
When the job changes, regenerate or revoke the public link. When the estimate is accepted, turn it into an independent, editable invoice draft without retyping the work.
Give the client a clear next step.
Let the client review
Send a branded estimate email with selected attachments and a time-limited client link. Track delivery history, best-effort opens, and confirmed document views.
Convert accepted work
Accepted estimates become independent, editable invoice drafts. Update the final scope or price without changing the original estimate record.
Built for a job that needs a decision in the field.
Estimates can be saved as drafts or move through sent, accepted, declined, and expired states. The same workspace keeps recipients, templates, delivery, and payment details close to the document.