Built for service businesses that want a smoother estimate-to-schedule workflow.


This is not just a quote generator. It is a connected estimate workflow designed for real service businesses.
Send professional estimates by text or email and give customers a simple online approval flow.
Present clean estimate pages, signatures, deposits, and final PDFs in a polished customer experience.
Keep approval details, signatures, and deposit status tied to the estimate record.
Once approved, your office can move the work into scheduling without rebuilding it somewhere else.
Offer one or more estimate options so customers can choose what fits them best.
Maintain a clean paper trail with final PDFs, signatures, and approval timing.
The estimate is only part of the job. The real win is keeping approvals, signatures, deposits, and scheduling connected.
| What you need | Service In Sync | Patchwork process |
|---|---|---|
| Multiple estimate options | Built into the estimate workflow | Often handled in separate proposal tools or manual documents |
| Customer approval and signature | Customer-facing approval flow with typed or drawn signatures | Email approvals, attachments, or disconnected e-sign tools |
| Deposits and payment proof | Deposit collection or externally paid tracking in the estimate process | Handled later by phone, invoice, or manual notes |
| Operational handoff | Office can review approved records and move directly into scheduling | Re-enter scope, totals, and notes in another system |
The goal is speed without sacrificing professionalism or documentation.
Create the estimate, configure one or more options, and make the scope readable before it ever reaches the customer.
Deliver the estimate through the customer preferred channel with the correct customer-facing link and PDF when needed.
The customer reviews options, signs, approves or declines, and handles any required deposit details from the same flow.
Your office reviews the approval record, verifies payment details when needed, and advances the approved work into scheduling.
Service In Sync is especially useful for businesses that need approvals, signatures, deposits, and back-office follow-through tied together in one system.
Create polished estimates and move approved cleaning work straight into your schedule.
Offer clear options, collect signatures, and keep records organized for office follow-up.
Present scopes clearly, collect approvals, and avoid rebuilding jobs after the sale.
Send fast estimates and keep approvals tied to operational scheduling.
Useful for teams that need more than a simple price on a screen.
Short answers to what business owners and office staff typically ask.
Free trial available. No separate quoting stack required.
Designed for service businesses that need more than a basic quote screen.