Estimates Management

An Ideal Estimating Software that Balances Human Touch and Technology

Zuper helps you send customizable, fast, and accurate job estimates with a few clicks, so you can get faster decisions from the client, bill instantly, and empower your field service teams to prioritize job opportunities on the go.
Estimating Software

Win More Business with Configurable Estimate Templates

Enable your field teams or the back-office to create and customize estimates quickly with ready-to-use templates. Add line items, services/spare parts, and build your work estimates in minutes. Convert estimates to jobs in a click.
Add service descriptions, additional notes, contracts, or concept designs
Easy management with a number of pre-defined templates available
Prepare your quotes faster with configurable project rates, expiration dates, and labor costs
Customers can approve the estimates and sign them digitally, without any paper trail
estimate template
automate follow-ups

Automate Your Follow-Ups Effortlessly

Check the current status of all your estimates on a single dashboard so you know which ones to carry forward and which to close. Send automated email and text reminders with ease.
Generate an invoice instantaneously from the same quote to get paid faster.
Track pending estimates that are not converted into invoices yet.
See the revision history with different rates and timelines to make better decisions.
Keep the service pipeline moving by sending friendly reminders for estimates closer to expiry.
Save time by leveraging configurable expiration dates and down payment thresholds.

Integrate Seamlessly with Top Accounting Systems

You can now streamline and integrate your quoting, invoicing, payment collection and other accounting processes. Convert the accepted estimates into invoices with a single click. Sync generated estimates conveniently with the top account management systems like Zoho Books, Xero, and QuickBooks.
Focus on your business and let Zuper sync paid invoices to your accounting software and collect payments automatically
Get full control over revenue and cost categorization for each job
Drill down into the details of any job and track it for financial reconciliation
Manage advance payments, down payment thresholds, and expiration dates from one platform
Manage your items, taxes, and price lists seamlessly
integration with accounting systems
insights

Extract Meaningful Insights Out of Your Estimates

See what portion of your estimates have already been approved, and what is pending, to get a clear idea about your estimating process and make informed decisions.
Get detailed reports on your business accounting
Keep track of estimates, payments, and expenses across platforms
Easily gather the data required to set your estimate expiration policy
Get a bird's eye view of customer feedback and resolve complaints quickly
Organize your estimating workflows proactively

Fast-Growing Services Organizations Love Zuper!

Try Zuper’s Estimating Software Today

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Frequently asked questions

Does your field service estimating software sync with Salesforce?

We have a custom integration which pushes Salesforce entities to Zuper as Zuper jobs.

Is your field service estimating software compatible with other apps?

Yes, our field service estimating software is compatible with business apps such as hubspot,zendesk,zoho,slack,survey money and many more.

How many service reps can you use your estimation software?

Irrespective of your pricing plan, you can onboard and manage an unlimited number of employees in the Zuper platform. On the board, users are grouped as a team and are listed individually, so it would be one team at a time. However, at the moment, there are no limitations on the number of users that a team can hold.

How easy is it to use your service estimating software?

Field techs often have to come up with estimates on-the-spot and on-the-fly, so our automated system can provide valuable assistance in getting numbers down quickly and accurately. To create a new quote, click on the “New” button on the Quick Actions drop-down ,Select ‘Quote’ in the options. You will be redirected to the New Quote Form which once filled out and submitted will become a new quote.