§ Sales

Estimates: built for real remodeling scope.

Most estimating tools were built for service calls or catalog-based quotes. Remodeling estimates are different — they have sections, trades, markups the client never sees, and phases that turn into invoice draws. MY LAURA's estimates were built around that reality by someone who writes them every week at a real remodeling company.

STRUCTURE

Sections and line items

Organize by trade or phase. Each section rolls up to a subtotal. Expand to see line items with cost, markup, and total.

VISIBILITY CONTROL

Show only what the client needs

Toggle markup columns, hide individual line items, or collapse into lump sums. What you see is not what they see.

SIGNATURE

Digital signatures, automatic

Client opens the estimate in their portal, signs with a fingertip, and the signed PDF lands back in your inbox — automatically.

How a real remodeling estimate is built in MY LAURA.

You start with a template or a blank estimate. Add a client. Add your project address. Then you build the scope the way you'd actually write it on a notepad — by trade or phase.

Sections that roll up.

Create a "Demolition" section, a "Cabinetry" section, a "Tile" section, a "Finish Work" section. Each one has its own line items and rolls up to a subtotal. When you show the estimate to the client, they see clean section totals. When you click to expand, you see the line-by-line detail — which is yours, not theirs, unless you choose to share it.

Line items with cost and markup.

Every line item has a cost (what you pay) and a markup (what you charge). The cost column is yours — it never shows to the client. The markup becomes the unit price, which multiplied by quantity gives the line total. When you copy an estimate for the next similar job, the costs are still there — you're not rebuilding pricing from scratch every time.

Visibility toggles on every line.

Sometimes you want the client to see every line. Sometimes you want them to see a lump sum per section. Sometimes you want to hide the line entirely and roll it into another. The sidebar has six visibility toggles that control what shows on the client-facing PDF and portal view — no duplicating estimates just to hide a column.

estimates / martinez-family-kitchen / editor
SCREENSHOT: line-item-cost-display
Estimate editor with sections, cost columns, visibility toggles

From estimate to signed to invoiced.

Send via email or SMS.

Click Send. MY LAURA opens a customizable email dialog — subject, body, CC, SMS option. Your branding, your voice, sent through Resend so it actually arrives in their inbox. The client gets a link to their portal where the full estimate renders with the visibility settings you chose.

Digital signature capture.

Client reviews the estimate in their portal. When they're ready, they sign with their finger or trackpad. MY LAURA timestamps the signature, updates the estimate status to "Approved," and sends a notification to your app inbox so you know it's signed. Once you convert that lead to a project, the signed PDF is automatically dropped into the project's Google Drive folder — no printing, signing, scanning, or re-sending.

Convert to invoice in one click.

Approved estimate → invoice is one click and the new invoice opens immediately so you can review and send without hunting for it. Or check individual line items to invoice in phases — useful for draw schedules on larger projects. The "Partially Invoiced" status tracks what's been billed and what's still pending, so you never double-bill a line item.

Payment instructions on every estimate.

Set your payment instructions once in Company Settings — bank info, accepted methods, deposit terms, whatever you tell every client at the start of a job. MY LAURA renders them automatically below the Terms and Conditions on both the client portal estimate view and the PDF. No more typing the same thing into the body of every estimate email.

Copy an estimate in two clicks.

If you've already written a similar estimate, copy it. All line items, sections, markups, and notes come with it. Change the client, adjust the quantities, send it out. The second estimate you write for the same project type takes 10 minutes, not an hour.

What's included.

  • Unlimited estimates
  • Sections with drag-and-drop reordering
  • Line items with cost, markup, unit price, and total
  • Per-line visibility toggles (6 different display modes)
  • Items can carry a default section so adding them auto-routes to the right place
  • Collapse All / Expand All for long estimates
  • Copy estimate with one click
  • Email and SMS send with customizable templates
  • Digital signature capture via client portal
  • Automatic status tracking (Draft, Sent, Viewed, Approved, Partially Invoiced, Fully Invoiced)
  • One-click conversion to invoice (the new invoice opens directly), or phased conversion with line item selection
  • Payment instructions rendered automatically on every estimate (portal + PDF) from Company Settings
  • Automated email-only follow-up sequences for unopened estimates
  • Template library for repeatable estimate types
  • PDF export with your branding
§ Try it

See it in the full product.

Estimates is included in MY LAURA at $199/month. Unlimited everything. 30-day free trial, no credit card.