Estimates and approvals
Turn a clear estimate into approved work without rebuilding the job.
Prepare estimates in the same system that holds the customer and job context, then give customers a clear path to review, approve, and sign.
Product access requires an authorized Task Forge account and an applicable subscription.Build from the customer record
Keep estimate details connected to the customer and property so the office does not have to re-enter the same information at each step.
Make approval straightforward
Customer-facing approval and e-signature flows help move work forward while keeping the decision attached to the record.
- Estimate preparation
- Customer review and approval
- Electronic signatures
- Connected job handoff
Keep a defensible trail
Signed and approved documents remain associated with the relevant work, making them easier to find than attachments scattered across inboxes.
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