Mobile Estimates – Turn More ‘Maybe’ Clients into YOUR Clients


How many times has this happened to you:

You are in a rush to give a potential Client a quote. You zip out to their property because you know your competitors are going to swoop in and steal that Lead unless you show up NOW. You get there, talk to the Client, spend all that time walking around the Client’s property, and head back to the office and write a quote.

The Client seemed happy with your attentions, but when you call them up, they say, “Sorry, we’re going with someone else. Thanks for your time.”


Eliminate this and many other problems with our new Mobile Estimates feature:

How do Mobile Estimates work?

With the Service Autopilot App you can create Estimates in the field and email them to your Client or prospective Client right then and there, which will help you convert more Leads into Clients.

Find your Lead or Client from your Client List (or add one from the plus sign); then, click “View Estimates” and add a new Estimate.

From here, you can add packages or services to the Estimate, or you can swipe to add products. Change the status to quote, and email it to your Client. You will attach a PDF attachment which will include a message (which you can customize on the spot).

Congratulations! Your estimate is ready to be sent.

It’s pretty easy, isn’t it?

Using Mobile Estimates will help turn Potential Clients into YOUR Clients

If you need to go onsite to create an Estimate (landscaping, HVAC, pest control, lawn care, etc), you’re going to love this feature.

With Mobile Estimates, you’ll eliminate time-wasting tasks like double data entry. That’s right, no more writing Estimates twice, no more handing them off from one crew leader to the next. Our Mobile Estimates feature allows you to get your estimates DONE as soon as you want.

Not only will you be faster than your competition, but you’ll also gain the edge in reliability.

How many times have you, or has someone in your company forgotten or lost an Estimate? How much time and money has that lost you?

Your Clients (even the potential Clients) will be impressed by how quickly you can get your Estimates back to them. They might not even consider asking around for other prices.

The next time you’re in the field, try out the Mobile Estimates feature, and see how many more Clients you can grab.

Related: Startup Estimates for Small Lawn Care & Cleaning Businesses

Patrick Hoffman

Patrick Hoffman

Patrick Hoffman is Marketing Director at Service Autopilot. He specializes in managing marketing campaigns and giving marketing strategies to the Lawn Care, Landscaping, and Cleaning Industries. When he's not writing, he's reading books on marketing, self-improvement, or science fiction. Contact Patrick:

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