Estimate Operations
Track every estimate. Recover every possible job.
URBLD Estimates is a connected proposal and quote management system for contractors and service businesses — generate AI-powered estimates, attach scopes, exclusions, pricing, and payment terms, then track views, follow-ups, expiration, and conversion into contracts, jobs, invoices, and recovery workflows.
URBLD Estimates is a connected proposal pipeline for contractors — build AI-generated estimates from photos or measurements, send branded PDFs, track views and expiration, and convert accepted quotes into signed contracts, scheduled jobs, and invoices in one click.
- Roofing companies
- HVAC companies
- Plumbing companies
- Electricians
- Landscapers
- General contractors
- AI estimate generation
- Scope, exclusions, and payment terms
- View tracking and expiration alerts
- E-sign and deposit collection
- One-click convert to job and invoice
- Estimate → contract → job → invoice on one thread
- AI follow-up recovers stalled quotes
- No jumping between Jobber, DocuSign, and QuickBooks
- Trade-specific pricing assemblies
What is URBLD Estimate Operations?
URBLD Estimates is a connected proposal and quote management system for contractors and service businesses. Create AI-powered estimates from photos or measurements, attach scope assemblies, exclusions, pricing, and payment terms, then track views, follow-ups, expiration, and conversion into signed contracts, jobs, invoices, and recovery workflows.
The silent killer
Most estimates do not die because of price.
Most estimates disappear because nobody follows up properly. Sales reps move to the next lead. Customers get busy. Quotes get buried in inboxes. Pricing conversations fade. And thousands of dollars quietly disappear from the pipeline every month.
URBLD keeps every estimate visible, trackable, connected, and recoverable — from the first proposal to the final signed contract.
A quote is not revenue. A signed contract is revenue.
Estimates are not documents. They are operational records.
In URBLD, every estimate is connected directly to customers, follow-ups, contracts, jobs, invoices, and escalation history. Nothing lives in isolation. Every quote becomes part of the operational chain.
Customer
Linked to the originating record
Follow-Up
Recovery cadence keeps quotes alive
Contract
1-click conversion to e-sign
Job
Scope, materials, schedule inherit
Invoice
Deposit + payment schedule
Escalation
Disputes route into recovery
Quote control
Standardize your estimating process.
Prebuilt templates, scope assemblies, exclusions libraries, and payment term presets reduce inconsistency across sales reps and eliminate repetitive manual writing. Every estimate follows the same operational structure.
From quote to signed agreement
Estimates become contracts in minutes.
Accepted estimates move directly into contracts and e-sign workflows without re-entering customer data, pricing, scope, or payment terms. No duplicate entry. No disconnected PDFs. No re-building agreements manually.
See contract operationsMost estimate software stops at the PDF. URBLD continues until the job is paid.
Quote recovery
Estimates do not quietly disappear.
When a customer does not close immediately, the estimate moves into Follow-Ups or AI Follow-Up recovery workflows — keeping the opportunity alive instead of silently dying in the inbox.
Most estimate software stops the moment the quote is sent. URBLD continues with reminders, AI recovery cadences, approved discount paths, expiration handling, and escalation review for stalled high-value proposals.
Need faster estimate creation?
Use the AI Photo Estimator to turn site photos into a draft scope in seconds. The draft flows back into the Estimate Operations pipeline for sending, tracking, and conversion.
See AI Photo EstimatorTrack every estimate from draft to collected revenue
See which estimates are pending, sent, viewed, accepted, or expired. URBLD tracks open events, expiration dates, and follow-up status — so no quote quietly dies in an inbox.
Estimate Pipeline
Santos — Roof Replacement
2d ago
$12,400
Sent
Wilson — HVAC Install
1d ago
$8,200
Viewed
Chen — Bathroom Remodel
3d ago
$15,800
Accepted
Park — Electrical Panel
14d ago
$3,400
Expired
Real Results
< 2 min
Avg estimate creation
32%
Higher close rate
1-click
Estimate → Contract
Real-time
View tracking