Estimates & Invoices

How Quotes & Estimates Work In Ascend

Send professional quotes in minutes, collect payments instantly, and follow up automatically — all without leaving the platform.

1
Build Your Quote
2
Send To Customer
3
Customer Approves
4
Stripe Collects Payment
5
Job Is Booked
Quote Feature
Professional Quote Design

Send quotes that look as professional as the work you do. Ascend generates clean, branded estimates that show your company name, logo, line items, and totals in a format that builds instant trust with homeowners.

  • Branded with your business name and logo
  • Clean itemized layout homeowners can read at a glance
  • Sent via text or email in seconds from your phone
  • Looks great on mobile — where most customers view it
Quote Feature
Markups & Profit Margins

Know your numbers before you send the quote. Add your markup percentage to materials and labor so every job you quote is profitable. Stop guessing and start knowing exactly what you're making on every single job.

  • Set custom markup percentages per line item
  • Markups hidden from customer — they see the final price only
  • Never underprice a job again
  • Protect your margins on every estimate you send
Quote Feature
Optional Line Items

Let customers add upgrades and extras directly on their quote — without you having to go back and forth. Include optional items like premium materials, extended warranties, or add-on services that customers can check off themselves.

  • Customers select optional add-ons themselves
  • Total updates automatically as they select items
  • Increases average job value without extra selling
  • Great for premium material upgrades, warranties, and bundles
Quote Feature
Consumer Financing

Stop losing big jobs because customers can't pay upfront. Offer financing options directly on your quote so customers can say yes to the full job — and pay over time. You get paid in full. They get the work done.

  • Financing options displayed directly on the quote
  • You get paid in full — customer pays over time
  • Close bigger jobs that customers couldn't otherwise afford
  • Increases average ticket size significantly
Quote Feature
Automated Quote Follow-Ups

Sent a quote and never heard back? Ascend follows up automatically via text and email so you never have to chase a customer again. Most jobs are won on the follow-up — and now yours happens without you lifting a finger.

  • Automatic text and email follow-up after quote is sent
  • Customizable timing — 24hrs, 48hrs, 72hrs
  • Stops automatically the moment they approve the quote
  • Recover jobs you thought were dead and gone
Quote Feature
One-Click Approvals

Customers approve your quote with one tap on their phone — no printing, no signing, no back and forth. The moment they approve, you get notified instantly and the job is locked in. Fast approvals mean faster jobs booked.

  • Customer approves directly from their phone or computer
  • You get an instant notification the moment they approve
  • Digital approval stored automatically in your CRM
  • No more waiting for callbacks to confirm a job
Quote Feature
Stripe Payment Integration

Collect deposits and full payments directly from your quote. Ascend connects to Stripe so customers can pay the moment they approve — by credit card, debit card, or ACH bank transfer. No chasing checks. No awkward payment conversations.

  • Collect deposits or full payment at time of approval
  • Accepts credit card, debit card, and ACH bank transfer
  • Payments deposited directly to your bank account
  • 256-bit encrypted — fully secure for you and your customers
Quote Feature
Invoices & Final Billing

Once the job is done, turn your approved quote into a final invoice in one click. Send it via text or email and collect final payment instantly through Stripe. Everything is tracked and stored in your CRM automatically.

  • Convert approved quotes to invoices instantly
  • Send final invoice by text or email from your phone
  • Collect final payment online — no cash or checks needed
  • Full payment history stored per customer in your CRM
Quote Feature
Quote Tracking & Status

Know exactly where every quote stands at all times — sent, viewed, approved, or expired. No more wondering if a customer got your estimate. Ascend shows you when they opened it, how long they spent on it, and whether they approved or ignored it.

  • See which quotes are sent, viewed, and approved
  • Know the moment a customer opens your estimate
  • Full quote history per customer in your CRM
  • Never lose track of an open estimate again
Quote Feature
CRM Integration

Every quote you send is automatically linked to the customer's profile in your CRM. See the full history — every estimate, every invoice, every conversation — in one place. No spreadsheets, no sticky notes, no lost paperwork.

  • Quotes auto-saved to customer's CRM profile
  • Full job history per customer — estimates, invoices, payments
  • Trigger automations when quotes are sent or approved
  • Your entire business in one organized dashboard
Ready to send your first quote?
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The Proof Is In The Platform

Real contractors. Real results. Every single day.

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Contractors
Active businesses on the platform
$ 0 M+
Revenue Managed
In contractor revenue powered by Ascend
0 %
Faster Response
Average lead response time improvement
0 K+
Jobs Completed
Tracked & managed through the platform
0 %
Satisfaction Rate
Contractors who would recommend Ascend

Numbers just updated

Trusted By Contractors Nationwide

Rated 5 Stars Everywhere

Don't take our word for it — here's what the platforms say.

Google
5.0
Star Rating
Facebook
5.0
Star Rating
Trustpilot
5.0
Star Rating
BBB
5.0
Star Rating
5.0 Rated Across All Platforms
The #1 Software For Contractors
Industries We Serve

We Work With Every Trade

If you run a home service business, Ascend was built for you. Doesn't matter the trade — we've got the tools to help you grow.

🏠
Roofing
❄️
HVAC
🔧
Plumbing
Electrical
🌿
Landscaping
💧
Pressure Washing
🪲
Pest Control
🪟
Window Cleaning
🎨
Painting
🏗️
General Contracting
🚿
Bathroom Remodeling
🍳
Kitchen Remodeling
🌳
Tree Service
🧹
House Cleaning
🚚
Moving Companies
🔒
Locksmith
🪵
Flooring
🏊
Pool Service
🚗
Garage Door
🌨️
Snow Removal
🔥
Chimney Service
🪞
Glass & Mirror
🏡
Home Inspection
📦
Junk Removal
🛡️
Home Security
🌱
Irrigation
🧱
Masonry
🛠️
Handyman

Don't see your trade? We work with you too. If you're a home service business, Ascend has your back.

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Our Partners

Ascend integrates with the world's leading tools so your business runs on the best technology available.

WhatsApp
Zoom
Shopify
Stripe
Mailgun
Google Ads
Twilio
Google Analytics
Canva
GoDaddy
Meta
Google Business Profile
OpenAI
GoHighLevel
WhatsApp
Zoom
Shopify
Stripe
Mailgun
Google Ads
Twilio
Google Analytics
Canva
GoDaddy
Meta
Google Business Profile
OpenAI
GoHighLevel

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Got Questions? We've Got Answers.

Frequently Asked Questions

Everything you need to know about Ascend before you commit. No fluff, no runaround — just straight answers.

Getting Started

Not at all. Ascend was built for contractors, not software engineers. If you can send a text message, you can run Ascend. The dashboard is simple, visual, and walks you through every step. Most contractors are fully set up and running within their first hour — no IT degree required.

Most contractors are up and running within minutes of signing up. Your account activates instantly. On the Contractor Pro plan, our team handles the entire setup for you — your website, automations, and CRM — so you don't have to lift a finger.

Never. Ascend is month-to-month with zero long-term contracts. You can cancel anytime from your dashboard with no fees, no phone calls, and no hassle. We keep you because our product works — not because you're locked in.

After your 14-day trial your plan activates automatically and your card on file is charged at your selected plan rate. You'll receive a reminder email before your trial ends so there are no surprises. Cancel before day 14 and you won't be charged a cent.

Pricing & Plans

Because we built Ascend specifically for small and growing home service businesses — not enterprise corporations. We cut the bloat and kept what actually moves the needle for contractors: leads, follow-up, reviews, and marketing. You get the power of a $300/mo platform for a fraction of the cost.

Yes — change your plan at any time from inside your dashboard. Upgrades take effect immediately and billing is prorated so you only pay the difference. Start on Starter, grow into Growth, and scale to Pro when you're ready. No pressure, no penalties.

None. What you see on the pricing page is what you pay. No setup fees, no onboarding fees, no surprise charges. The only additional costs would be usage-based items like SMS messaging credits if you exceed your plan's included amount — and we'll always notify you before that happens.

The Product

Jobber and Housecall Pro are great job management tools — but they don't help you get more customers. Ascend is a full business operating system. We give you a lead-generating website, automated follow-up, a 5-star review funnel, and marketing campaigns — all in one place. It's not just software to manage jobs. It's software to grow your business.

Yes. Ascend works for any home service business — roofing, HVAC, plumbing, electrical, landscaping, pest control, painting, pressure washing, moving companies, and more. If you're a contractor or home service business that needs leads, reviews, and automation, Ascend was built for you.

The moment you miss a call, Ascend automatically sends a text message to that caller within seconds — in your own words, from your own number. Something like "Hey, sorry I missed you! I'm on a job right now. What can I help you with?" The lead stays warm, the conversation stays alive, and you close the job when you're free.

After every completed job, Ascend automatically texts your customer asking how their experience was. Happy customers get sent directly to Google to leave a 5-star review. Unhappy customers get routed to a private feedback form so you can handle it offline — before it becomes a public 1-star review. More 5-stars, fewer headaches.

Support & Security

Every plan includes access to our support team, onboarding guides, and training resources. We're here to make sure you succeed — not just sell you software and disappear. Contractor Pro members receive priority support and a dedicated done-for-you setup experience so everything is built and working before you even log in.

Absolutely. Ascend is built on enterprise-grade infrastructure with 256-bit SSL encryption, secure data storage, and regular backups. Your customer data, contact lists, and business information are protected and never sold to third parties. Your business is yours — we just help you run it better.

Yes. Ascend integrates with the tools you already use — Stripe for payments, Google Business Profile, Google Ads, Meta, Mailgun, Twilio, and more. Most contractors find they can replace 3-4 separate tools with Ascend alone, saving both time and money every month.

Still Have a Question? We're Here.

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