Platform Features

Everything You Need to Win More Jobs

From first estimate to signed agreement — Estimanos covers every step. Here's everything the platform includes.

Estimates & Documents

Build and Send Professional Estimates — Fast

A guided step-by-step process takes you from project type to a polished, branded PDF in minutes. No blank-page stress.

Step-by-Step Estimate Builder

Walk through project type → services → scope → pricing → review. Structured so nothing gets missed.

Three Branded PDF Templates

Classic, Modern, and Bold styles — each fully branded with your logo, colors, and company information.

Unlimited Estimates & Agreements

No caps or per-document fees. Send as many estimates and service agreements as your business needs.

Option to Hide Pricing

Send a client-facing document without showing the full pricing breakdown — useful for certain workflows.

Service Agreement After Approval

Optionally attach a formal service agreement once the client approves the estimate.

Professional PDFs & Branding
Estimanos professional PDF estimate preview
Client Experience

A Signing Experience Clients Actually Love

Clients receive a branded link, view the estimate on any device, and sign — without creating an account or downloading anything.

Secure Client Approval Portal

Each estimate gets a unique, secure link. No login required for clients to review and sign.

Digital Dual-Signature Workflow

Client signs first. You countersign after. Both signatures are captured and stored on the document.

In-Person Signature Capture

Meeting a client on-site? They can sign directly on your device in real-time.

Branded Email Notifications

Estimate delivery emails, approval confirmations, and signing alerts — all branded with your company.

Contractor Notifications

Get notified when a client views your estimate or completes signing — so you can follow up at the right moment.

E-Signature Workflow
Estimanos e-signature workflow preview
AI Contract Terms

Contract Language Generated for Your Business

Answer a few guided questions about your company and the AI Terms Wizard generates custom contract language — ready to attach to every estimate.

AI-Powered Terms Wizard

Describe your business, services, and policies. The wizard generates professional contract terms tailored to you.

Custom Agreement Per Company

Your terms are stored and automatically attached to new estimates. Edit them anytime in Settings.

Optional Service Agreement

Trigger a formal service agreement after estimate approval — giving clients a clear contract to sign.

Build & Front Contracts
Estimanos AI contract terms builder preview
Dashboard & Analytics

Know Your Numbers. See Your Pipeline.

The dashboard gives you a live view of your business — estimates, revenue, approvals, and projects — without opening a spreadsheet.

Estimate Pipeline by Status

See how many estimates are draft, sent, viewed, approved, or declined — at a glance.

Monthly Revenue & Pipeline Value

Track monthly revenue from completed jobs and total value of your active pipeline.

Approval Rate Tracking

Know what percentage of estimates you're winning — and watch it improve over time.

Active Projects Overview

See all active, pending, and completed projects from one dashboard view.

Live Dashboard
Pipeline Value
$42.8k
Approval Rate
68%
Monthly Revenue
$18.2k
Active Projects
4
Pipeline
Sent8
Viewed6
Approved4
Contractor Tools

Built-In Tools to Price Every Job Accurately

Purpose-built calculators for painting and garage door contractors — so you always know your numbers before sending an estimate.

Paint Calculator

Calculate how many gallons of paint you need based on square footage, coats, and coverage rate.

Margin Calculator

Enter your costs and target margin to get your sell price — or work backwards from a quote.

Square Footage Tool

Calculate paintable area while subtracting doors, windows, and other exclusions automatically.

Production Rate Calculator

Estimate labor hours from square footage and your crew's production rate per surface type.

Color Visualizer Coming Soon

Upload a home photo and preview paint colors before sending the estimate.

Built-In Tools

Paint Calculator

Margin Calculator

Square Footage Tool

Production Rate

Coming Soon

Color Visualizer

Projects & Contacts

Manage Every Job from Estimate to Completion

When an estimate is approved, a project is automatically created. Track it from start to finish without switching tools.

Auto-Create Projects on Approval

No manual setup needed — approved estimates become projects in your pipeline instantly.

Project Status Tracking

Move jobs through Pending → In Progress → Completed → Cancelled. Always know where each job stands.

Documents per Project

Signed estimate, contract, and photos — all attached to the project and accessible anytime.

Contact CRM

Manage all clients, leads, and contacts in one place. Duplicate detection built in.

Team Roles & Permissions

Admin, Sales, and Viewer roles so everyone sees what they need and nothing they shouldn't.

Project Statuses
Pending
Estimate approved. Job not yet started.
Pending
In Progress
Work is underway at the job site.
Active
Completed
Job finished. Revenue tracked.
Done
Multiple Brands

One Account. Multiple Brands.

Run separate trade names, regions, or acquired companies from a single login — each with its own complete business identity.

Full Brand Isolation

Each brand has its own logo, colors, fonts, PDF templates, services, estimates, projects, and contacts. Nothing crosses over between brands.

Switch Brands in Seconds

Move between brands the same way you switch jobs — instantly, from inside the app. One login, one subscription.

Built for Growth

Add brands as your business expands — new trade names, new regions, acquired businesses. Start with one and add more as you need them.

Separate Identity for Every Client

Clients only ever see the brand you send them. Each brand's PDFs, emails, and signing portal are completely independent.

Multiple Brands
ABC Painting Co.
Classic red & white · Interior & Exterior
Active
Premier Garage Doors
Navy & silver · Install & Repair
Switch
Delta Roofing LLC
Forest green · Residential & Commercial
Switch
First brand included +$20/mo per additional brand

Start Using These Features Today

14-day free trial. Full access to every feature.

No contracts  ·  Cancel anytime  ·  Founding member pricing available now