Jobs. Line items, notes, photos, texts, and invoices together on one page.
Itemized estimates that become jobs in one click.
Build an estimate from your price list and send it by email or text with a link to a private page. When the customer says yes, Convert to job creates the job with the total and the customer already attached.
From your price list. Add from products fills each line, and every line stays editable.
Email or text. The email attaches the PDF, and the text carries a short link.
Convert in one click. Convert to job marks it Approved and creates the job to schedule.
Total open value. The list shows how many estimates are open and what they are worth.
Build it from the prices you already use.
Start a new estimate by choosing the customer, and their tags come along. Add from products fills each line from your price list with its description and price, and every line stays editable for this customer. Descriptions keep their formatting and print on the PDF and on the customer's page.
- Whole-number quantities and unit prices, with the estimate total worked out for you
- An optional service address for work at a different location
- Inactive products drop out of the picker until you switch them back on
- Internal notes stay on the estimate where only your team sees them
Send it, then turn a yes into a job.
Send by email with the PDF attached, or by text with a short link. Your customer opens a private page with every line item and the estimated total, and replies to your message when ready. Set the status yourself, or press Convert to job and MeridianOS™ marks it Approved and creates the job.
- The email itemizes every line and includes a View Estimate button
- Text wording is yours to edit, with the estimate link filled in
- An Approved estimate shows the customer a thank you on their page
- The new job starts as needs scheduling, ready for your calendar
Every open estimate and what it is worth.
The estimate list opens with a live count of open estimates and what they are worth. Filter by status or tag, then sort by date created or by value. Bulk actions change the status or tags on many estimates at once, and each one asks you to confirm first.
- Status filters for Draft, Open, Approved and Declined
- Search by customer name or estimate number from the top of the list
- Each customer name links straight to their customer record
- Clear out old estimates in one step, after a confirmation
Already handled. The details that usually get missed are built in.
Old estimates keep their lines
Items from your price list are copied onto each estimate, where they stay editable. Deleting a product later never changes an estimate that already uses it.
The customer's page follows your status
Mark an estimate Approved and its page thanks the customer. Once it is no longer active, the page asks them to reach out if they would like an updated one.
Short links that stay private
Emails and texts carry a short link, so the text stays compact. The estimate page it opens is private and kept out of search engines.
Tags follow the work
Tags on a customer fill in on each new estimate and follow the work all the way to the invoice. Estimates and invoices both filter by the same tags.
Keep exploring.
Invoicing. Build the invoice from the job and send it by email and text with a link to pay.
Customers. Every customer's history and conversations on one record, with what they have spent.
Questions and answers
How do I record that a customer said yes?
Press Convert to job on the estimate. MeridianOS marks it Approved and creates a job for the same customer and address, ready to schedule. You can also change the status by hand in the estimate details.
Can I send an estimate by text message?
Yes. When texting is turned on for your website, choose email or text each time you send, or use both. The text carries a short link to the estimate in wording you can edit.
How does an estimate become an invoice?
Convert to job first, which creates the job with the estimate's total. When you are ready to bill, press Create invoice on the job and the invoice is built from it, payment terms included.
Does the PDF carry my branding?
Yes. The PDF shows your logo and company details at the top, then each line with its quantity and price. Add a Terms & Conditions link in Settings and it prints on the PDF as well.
See your own estimates turn into jobs on MeridianOS™.
We will show you an estimate going out and coming back as a job on a live system. Tell us what you do and we will reply within the hour.