Estima
Estima is a CRM for landscape and hardscape businesses, combining estimating, proposals, scheduling, invoicing and QuickBooks Online sync.
What Estima is
Estima is a CRM for landscape and hardscape businesses, combining estimating, proposals, scheduling, invoicing and QuickBooks Online sync. Service-specific estimate builders include editable labor grids, material catalogs and templates for landscape, hardscape, irrigation, lighting, snow and lawn care. Property tracing on satellite views calculates square footage and linear feet that users can add to estimates. Hardscape project tools include Kanban boards, Gantt charts, tasks and schedule dates. Customers can accept and sign branded proposals online. Billing features include recurring billing, merged invoices, deposits, milestone payments, change orders, late fees and account credits. Every plan includes two-way QuickBooks Online sync for invoices and payments. The browser-installed Estima Crew app shows routes and jobs and works offline. Packages include unlimited estimates, proposals and clients, as well as Estima Crew, Website Leads and Site Media. Plans start at $200 a month for Maintenance; Hardscape is $270 a month, Snow $295 a month, Design $350 a month and Complete $395 a month. Android, iOS and web access are listed, and new accounts receive onboarding.
Good
- Estimate templates cover multiple service types
- Satellite tracing sends measurements into estimates
- Branded proposals support online acceptance and signatures
- Every plan includes two-way QuickBooks Online sync
- Crew app works offline
Watch out
- Maintenance and Hardscape each cap office users at three
- Design includes 25 plan-sheet reads per month
- Text Messaging is listed as coming soon
Who it suits
Estima suits landscape and hardscape professionals who need estimating, customer proposals, project scheduling and invoicing in one CRM. Its crew app and QuickBooks Online sync may suit teams that need routes, offline job access and connected invoice and payment records.
Verdict
Estima brings estimating, project tools, billing and crew access together, with packages that have different user limits and inclusions. Compare the listed plan details and monthly prices with your team’s needs.
Plans and prices
From Estima's own pricing page, checked 9 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| AI Lead Replies | $20 a month | Billed monthly |
| Text Messaging | $35 a month | 250 texts included · Includes 250 texts, then 5¢ each · $49 one-time carrier activation · coming soon |
| Maintenance | $200 a month | Up to 3 office users · First month free, then $200/mo · cancel anytime |
| Hardscape | $270 a month | Up to 3 office users · First month free, then $270/mo · cancel anytime |
| Snow | $295 a month | Up to 3 office users · Billed Nov–Mar only · $1,475 a season · first billed month free |
| Design | $350 a month | Up to 3 office users · First month free · includes the full Hardscape package · 25 plan-sheet reads/mo |
| Complete | $395 a month | Up to 6 office users · priority support · First month free, then $395/mo · cancel anytime |
The facts
Each one read from Estima's own pages, with the date it was checked.
Money
- Billing
- The product supports recurring billing, merged invoices, deposits, milestone payments, change orders, late fees, and account credits.checked 9 Oct 2001
- Plan limits
- Maintenance and Hardscape include up to 3 office users each, while Complete includes up to 6 office users and priority support.checked 9 Oct 2001
What it does
- Design limit
- The Design package includes 25 AI plan-sheet reads per month and includes the full Hardscape package.checked 9 Oct 2001
- Estimating
- Service-specific estimate builders include editable labor grids, material catalogs, and templates for landscape, hardscape, irrigation, lighting, snow, and lawn care.checked 9 Oct 2001
- Included features
- All packages include unlimited estimates, proposals, and clients, plus Estima Crew, Website Leads, and Site Media.checked 9 Oct 2001
- Integration
- Every plan includes two-way QuickBooks Online sync for invoices and payments.checked 9 Oct 2001
- Mobile
- The Estima Crew app installs from a browser without an app store, shows crews their routes and jobs, and works offline.checked 9 Oct 2001
- Product
- Estima describes itself as an all-in-one CRM for landscape and hardscape professionals covering estimating, proposals, scheduling, invoicing, and QuickBooks sync.checked 9 Oct 2001
- Projects
- Hardscape project management includes Kanban boards, Gantt charts, tasks, and schedule dates.checked 9 Oct 2001
- Proposals
- Estima creates branded proposals that customers can accept and sign online.checked 9 Oct 2001
- Security
- Estima links a Privacy Policy from its site, but the opened pages did not state specific security controls or compliance certifications.checked 9 Oct 2001
- Support
- New accounts receive hands-on onboarding to transfer a first route or project, and the company lists [email protected] for customer support.checked 9 Oct 2001
Where it runs
- Mapping
- Users can trace properties on satellite views to calculate square footage and linear feet and send measurements into estimates.checked 9 Oct 2001
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