Estimating software for contractors that turns quotes into jobs
Build line-item estimates, send customers a secure link to accept without a login, and convert won quotes straight into jobs — no retyping.
The problem with the old way
Quotes built in spreadsheets
Every estimate starts from a blank document or someone's old spreadsheet. Pricing drifts between estimators, formatting varies, and nobody can tell which version the customer actually saw.
Approvals stuck in limbo
You email a PDF and wait. Did they even open it? Print-sign-scan back-and-forth adds days to every approval, and slow approvals turn into lost jobs.
Won work, re-keyed by hand
When a quote is accepted, someone retypes the line items, scope, and customer details into a job. Every retype is a chance for an error — and for the delivered scope to drift from what was sold.
How estimates & quotes works in Forz
Line-item estimates, numbered and tracked
Build formal quotes with line items, a rich-text scope description, reference and PO numbers, labels, and an assignee. Every estimate gets a sequential number, a 30-day default due date, and custom fields when your trade needs more.
No-login customer approval
Every estimate auto-generates a secure link your customer can open without an account — review, then accept or decline online. Statuses move through Draft, Sent, Viewed, and Accepted, so you can see which quotes were opened and which need a follow-up call.
Convert accepted estimates to jobs
Accepted estimates convert into a job or project with the details carried over — no retyping line items or scope, and nothing lost between sales and operations.
One shared items catalog
Keep products and services in a shared items catalog with unit cost, unit price, SKU, and categories — so every estimator works from the same numbers. Custom price groups are included too.
Deals pipeline with weighted forecasting
Track opportunities by amount, close date, and win probability in a Kanban or list view. Forz auto-calculates the weighted amount — amount times probability — so your revenue forecast reflects reality, not hope.
Leads in, customers out
Track prospects through configurable stages with built-in duplicate detection on similar names and emails. One-click conversion turns a lead into a customer and carries over its contacts, sites, documents, tasks, and deals.
Popular with these industries
Frequently asked questions
Yes. Every estimate auto-generates a secure token-based link — your customer opens it, reviews the quote, and accepts or declines with no login and no app to install. Customers who use the Forz Customer Portal can also sign in with a passwordless 6-character email code to see all their open estimates in one place, download PDF copies, and accept directly from the dashboard.
The estimate's status flips to Accepted, and you convert it into a job or project with the details carried over — line items, scope, and customer information move with it instead of being retyped. From there the work flows through your normal job workflow: scheduling, dispatch, and invoicing, all in the same platform.
Forz is $50 per user per month on an annual plan, or $60 month-to-month — and every feature is included at that price. Estimates, the deals pipeline, scheduling, dispatch, invoicing, and the iOS and Android apps with offline access all come standard, with no per-module add-on fees. Migration and onboarding are free, and month-to-month billing means you're never locked in.
See estimates & quotes in action
Get a personalized demo and watch how it works on your real workflows — in 15 minutes.