Operations

Estimate. Sign. Invoice. In one tap each.

Good / Better / Best on one page, sent by SMS, signed on the customer's phone, converted to an invoice the same afternoon.

Ratchly estimates list with statuses and totals.
The problem

You lose the sale when the estimate takes a week.

By the time your Word doc lands in their inbox, the customer's already booked with the shop that emailed same-day. Speed wins HVAC work.

  • Estimates written in Word or Excel take hours to build
  • No easy way for the customer to accept online
  • You forget to follow up, and the lead goes cold
How Ratchly solves it

Build, send, and close estimates in one flow.

Add line items. Add photos. Add Good/Better/Best tiers. Send by SMS or email with a signature link. Ratchly nudges the customer at day 2, 5, and 10 until they decide.

Multi-tier options

Give customers 2 – 3 price points on one estimate. Totals recalc as you edit.

e-Signature on any phone

Customer taps a link, signs on the screen, and Ratchly records the approval.

QR-code hand-off

In-truck? Show a QR code, customer opens the estimate on their phone in one scan.

One-tap convert

Approved estimate becomes an invoice with all line items intact.

Walkthrough

See it in the real product.

Every screenshot below is a live capture from a Ratchly account — not a mockup.

The estimates list

See sent, viewed, approved, and expired at a glance.

Estimates list with statuses

Inside a single estimate

Line items, photos, tiers, and a signature status right on the page.

Single estimate detail with line items
Benefits

What it means for your shop.

  • Close 20 – 40% more estimates just by sending them faster
  • Automated follow-ups mean nothing goes cold
  • Signed docs stored forever — great for disputes
FAQ

Estimates — quick answers.

Do customers need an account to sign?

No. They tap the SMS or email link and sign in the browser — no login required.

Can I take a deposit at approval?

Yes. Attach a Stripe deposit link to any estimate; the customer pays it when they approve.

Related features

Operations

Invoices

One-tap invoicing from any completed job. Branded PDF, live payment link, automatic dunning.

Learn moreOperations

Payments

Powered by Stripe at pass-through pricing. No lock-in, no per-transaction markup from Ratchly.

Learn moreOperations

Job Management

Ratchly ties the customer, unit, estimate, invoice, and every tech note to one job so nothing gets lost in a text thread.

Learn more

Try Estimates in your shop this week.

14-day free trial. No credit card. No sales call. Cancel any month.