Versioned, not edited over
Estimates are versioned. When a price changes after the customer has seen it, the earlier version still exists, which matters the day someone disputes what they were quoted.
Estimates
Give the customer a real choice, and keep what they agreed to.
An estimate in Crescove is priced from your price book, can present several options, is versioned rather than overwritten, and records what the customer actually approved.
From priced work to approved work
- 01
Price it
Lines drawn from your price book categories, services, and bundles.
- 02
Offer options
Present good, better, and best as priced options on one estimate where a choice genuinely helps.
- 03
Send it
The customer sees it in the portal on your Brand's host.
- 04
Approve
The customer approves one option, with a signature, and that decision is recorded.
- 05
Revise
A change produces a new version. What the customer previously saw remains recoverable.
- 06
Convert
Approved amounts carry into a job — the job does not re-price the work.
Options that stay comparable
Several priced options live on one estimate, each with its own lines. The customer picks one, and only that one becomes work.
Approval is a record
Approval captures which option, when, and a signature — not a status field someone toggled.
Change orders after the fact
Work discovered mid-job is a change order: priced, approved, and kept distinct from the original estimate so the margin story stays honest.
Deposits
A deposit can be requested against approved work and tracked through to the invoice it settles.
Money handled as money
Amounts are stored and calculated in minor units of the record's own currency. No floating-point arithmetic decides what a customer owes.
See Field Service & CRM against your own workflow.
Tell us how your business runs today and we will walk through what is available now, what is still being built, and what would need to be connected for you.