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Add standardized 30-day expiration dates to new estimates

Add standardized 30-day expiration dates to new estimates

Your estimates lack expiry dates, leaving clients unsure and slowing invoicing for HVAC and electrical jobs. This adds a 30-day expiry so billing staff can follow up and invoice on time.

Add standardized 30-day expiration dates to new estimates

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Overview

Estimates without clear expiry terms slow down follow-up and delay invoicing for field jobs. This workflow applies consistent 30-day terms to new estimates so billing and office managers can contact prospects and issue invoices on schedule, keeping cash flow predictable.

Add standardized 30-day expiration dates to new estimates