Estimates & Change Orders

Create and send an estimate

Build an estimate in Dispatch Bros: add a customer and line items, set a deposit, preview it, then send it by email or text for online approval.

Get an estimate signed online

Customers sign Dispatch Bros estimates right on the estimate link — drawing a signature or typing their name — with no app or login required.

Build a contract from an estimate

Attach a signable contract while you prepare the estimate, or after — pick a template or build it fresh, and the scope of work, client details and totals fill themselves in. Your client sees it to sign once they approve.

Send a revised estimate (versions)

Create a new version of an estimate in Dispatch Bros — the revision keeps the same estimate number, and customers are steered to the latest version.

Collect a deposit on an estimate

Require a deposit on a Dispatch Bros estimate — the customer pays by card or Zelle/Venmo/Cash App right after signing, and the money converts the estimate to an invoice.

Accept Zelle or Venmo deposits (P2P payments)

Add your Zelle, Venmo, or Cash App details in Dispatch Bros so customers can pay deposits P2P — payments count only after you confirm them.

Convert an approved estimate to an invoice or a project

Turn an approved Dispatch Bros estimate into an invoice for billing, or into a project with milestone invoicing for bigger multi-payment jobs.

Create a change order mid-job

Document extra work with a change order created from the contract or project it amends — versioned like estimates, signed like a contract, and threaded with a running total.

Automatically follow up on unsold estimates

Dispatch Bros flags quiet estimates for follow-up and includes an Unsold Estimate Follow-up text campaign for customers who got a quote but never booked.

Estimate statuses explained

What Draft, Sent, Approved, Rejected, and Expired mean on Dispatch Bros estimates, how statuses change, and what the Paid chip and pipeline cards track.