Approval before the work starts

Send an estimate by text

PinOnIt is a text-first office for small businesses: quote a job, get a signature, book a time, and send reminders by SMS. $8.99/month after a 14-day trial.

An estimate is the number you are willing to stand behind before materials are ordered. Emailing a PDF estimate often means waiting. Texting the estimate puts the same line items on the phone they already use to say yes.

In PinOnIt, estimates use the same compose tools as quotes: lines, tax, a note, and how long the number is good for. You send by SMS. Status shows whether they opened it. Turn on Sign-by-Text when you need a signed approval, not on every send.

Quotes on this product also support Pay Now with your Zelle, Cash App, Venmo, or PayPal link, and a receipt after you mark it paid. PinOnIt never takes that money. Use the quote flow when you are ready to collect; use the estimate when you need a yes first.

Who this is for

Contractors and trades who walk a property, write a number, and need approval before they buy materials.

Relevant features

• Line items and tax on your phone
• SMS delivery and viewed status
• Optional signed approval
• Pay Now when you are ready to collect
• Receipt by text after you mark it paid

Example workflow

Measure the fence. Enter the lines. Text the estimate. They approve from the couch. You order lumber the same afternoon instead of calling twice.

What does PinOnIt cost?

PinOnIt Pro is $8.99/month after a 14-day trial. One plan. PinOnIt never takes a cut of Zelle, Cash App, Venmo, or PayPal.

PinOnIt vs. using multiple apps

Some shops juggle a scheduler, a reminder add-on, an e-sign envelope, and email for quotes. PinOnIt covers the basic versions of those jobs in one product. It does not replace every feature of Calendly, DocuSign, or a full accounting suite.

Related

• Send a quote by text
• Sign-by-Text
• Contractor booking app
• Service business software

FAQ

How can I send an estimate by text and get customer approval?

Compose the estimate on your phone, send the SMS, and watch viewed vs approved. Require Sign-by-Text only when you need a signed yes.

Is an estimate different from a quote in PinOnIt?

The compose screen is the same family of documents. Use it as an estimate when you need approval first; add Pay Now when you are ready to collect. PinOnIt never takes the money.

Can they pay after they approve?

Yes. Paste your own Zelle, Cash App, Venmo, or PayPal link. After it lands, mark paid and text a receipt.