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Services
Create estimates, get approval, and get paid
Create and send professional estimates, track customer approvals, and turn accepted work into invoices without entering the same details twice.
How estimating software helps your service business
Create estimates efficiently
Build clear, itemized estimates using customer details, services, quantities, pricing, and notes. Then send them digitally from your Square account.
Keep approvals moving
Give customers a clear way to review and accept estimates so you can confirm the scope, reduce back-and-forth, and move the job forward.
Bill without rework
Convert accepted estimates into invoices and collect payment online, over the phone, or in person.
Track work from estimate to payment
Keep estimate, invoice, contract, and payment activity connected so you know what's pending, accepted, and paid.
Send clearer estimates
Create itemized estimates with service details, quantities, pricing, discounts, attachments, and notes so customers understand the scope before accepting.
Replace spreadsheets and disconnected documents with professional digital estimates connected to your invoicing and payment workflow.
Send estimates by email or text, or share a link. Keep customer details on file for future work.
Move approved work forward
Convert an accepted estimate into an invoice using the details your customer already reviewed. Eligible paid plans can automatically convert accepted estimates.
Accept online invoice payments and track which invoices are paid, unpaid, or overdue from the same workflow.
Request an initial deposit when needed. Eligible paid plans can also divide the balance into milestone-based payments.
Protect the scope
Add terms, timelines, attachments, and service notes so customers know what's included before work begins.
Pair estimates with contracts when a job requires signed terms, service agreements, or additional documentation.
Keep estimates, invoices, contracts, and project details organized so you have a record to reference when the scope or price changes.
More tools to run your business
Square connects the steps between booking work and getting paid. Start with what you need today, then add tools as your service business grows.
Invoices: Send invoices, accept payments, schedule reminders, and track what's paid after an estimate is accepted.
Payments: Accept payments in person, online, over the phone, or in the field.
Virtual terminal: Enter card payments from your computer when customers want to pay over the phone.
Bookings: Let customers book services online and keep your calendar organized.
Online store: Sell products and services online, manage orders, and keep payments connected to your Square account.
Built for businesses like yours
Get one plan to run your entire business
Top services features
Invoices and recurring invoices
Estimates and contracts
Projects
Details
Top services features
Invoices and recurring invoices
Estimates and contracts
Projects
Top services features
Payment schedule
Custom invoice templates
$10 cap for ACH transfers
$10 fee cap for ACH bank transfers
Details
Top services features
Payment schedule
Custom invoice templates
$10 cap for ACH transfers
$10 fee cap for ACH bank transfers
Square Pro
Get custom pricing
If you process over $250,000 per year, talk to our team to see if you’re eligible for custom pricing and processing fees. You can also ask about hardware discounts, onboarding and implementation support, technical specialists, and account management.
Guides for estimating, invoicing, and getting paid
FAQ
What is estimating software?
Estimating software helps businesses create, send, and track digital estimates for customer approval. For service businesses, it replaces manual spreadsheets and scattered messages with a connected workflow for pricing work, confirming the scope, and preparing to bill.
Can I turn an estimate into an invoice?
Yes. After a customer accepts an estimate, you can convert it into an invoice without re-entering the customer, service, and pricing details. Eligible paid plans can also convert accepted estimates into invoices automatically.
Who is estimating software for?
Estimating software is for businesses that price work before it begins, document the scope, request customer approval, and collect payment after approval.
It can help contractors, electricians, HVAC businesses, cleaners, home repair professionals, consultants, event providers, automotive businesses, and other service sellers. It also supports custom jobs where the price, scope, and approval need to be documented clearly.
Can I create estimates on a mobile device?
Yes. You can create and manage estimates through the Square Invoices app or through services mode in the Square Point of Sale app. This helps you keep estimates, invoices, and customer details moving while you're in the office or in the field.
Start sending estimates that keep work moving
Nice to meet you
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Pricing and processing fees are based on the Square US pricing pages and may change. Monthly costs for Square Plus and Square Premium apply per location. Processing fees vary by plan, payment method, and transaction type. Additional fees may apply to Cash App Afterpay, international cards, instant transfers, gift cards, and other services.