How to send an estimate as a PDF from your phone
Most clients ask for the estimate by message. A photo of a paper note or a long text works, but a clean PDF with your logo looks professional and can be forwarded without losing anything.
Step by step
- Add the client's details (or pick them from your contacts).
- Write what you'll do, in one or two sentences.
- Add the line items: labor, materials and equipment, with quantity and price.
- Check the total, the validity date and the payment terms.
- Create the PDF and share it by WhatsApp, text or email.
The message that goes with the PDF
A short, friendly message helps: «Hi, here's the estimate for the job we looked at today. It's valid until X. Let me know if you have any questions». Don't explain everything again in the message: that's what the PDF is for.
After you send it
- If there's no answer in two or three days, a friendly reminder is enough.
- If the client asks for a change, redo it quickly: speed sells too.
- Keep the estimate: if they call again in a few months, you'll have it at hand.
Do it with ServiProPlus
ServiProPlus is an Android app built for this: enter the job, materials and labor, and in under a minute you have a PDF with your details, ready to share. It has a free plan.
Frequently asked questions
Do I need a computer?
No. You can write and send a complete estimate from your phone.
Does the client need to install anything?
No. The PDF opens on any phone or computer.
Do it from your phone
With ServiProPlus you enter the job, materials and labor, and in a minute you have a PDF estimate with your details, ready to send. It has a free plan.