Send a clean, itemized estimate before the job and win the work, then turn the approved estimate into an invoice without retyping a thing. This service estimate template is for contractors and service pros who quote labor and materials upfront, built on Taskade Genesis. No more juggling a spreadsheet for quotes and a separate tool for invoices.
What You Can Build
- Itemized estimates: List every line of labor and materials with totals a customer can review and approve before work starts.
- See every job your way: Track quotes on a board by stage, on a calendar by start date, or in a table that adds up totals as you type.
- Estimate assistant: An AI agent drafts line items from a short job description and flags anything missing before you send.
- Hands-off follow-up: Automations move an approved estimate into a scheduled job and notify your team across 100+ integrations.
- Your own quote portal: Share a branded estimate link, put it on your own domain, or let customers sign in to approve.
How To Use
- Clone the app and describe what you want in plain words.
- Taskade Genesis builds connected projects for estimates, jobs, and materials.
- Add an AI agent to draft line items, or an automation to convert approvals into jobs.
- Share the estimate link, put it on your own domain, or list it in the Community Gallery.
Explore the Community Gallery or browse more invoice apps.