HTG Pro Services ยท Operating System

Estimates Dashboard

Draft internal pricing records tied to leads and contacts before proposal conversion.

Estimating
Estimates loaded: 0
Leads available: 0
Selected: None
Operator posture
AI-assisted and decision-light
Keep approvals, blockers, payments, and client communication in one operating view.
Navigation model
Today, inbox, pipeline, jobs, money
The shell is organized around pressure, continuity, and next action instead of isolated admin screens.
Product standard
Premium, calm, and context-rich
Every route should feel like part of one AI-native business operating system.
Contacts
0
Customer records
Requests / Projects
0
Active intake and scoped work
Estimates
0
Pricing and review records
Open Tasks
0
Operator follow-up queue

Estimate Records

EstimateLeadContactTotalsActions
Loading estimates...

Create Estimate

Select a lead to generate a scope draft from the lead description and historical estimate patterns.
New estimates should typically begin in draft and move to sent once ready.
Calculated total: 0.00 USD

Edit Estimate

Select an estimate from the table to edit.

Version History

Snapshot history for the selected estimate.

No estimate selected
Select an estimate to inspect its saved versions.

Proposal Conversion

Turn the selected estimate into a proposal record for approval flow.

Select an estimate to create its proposal record.

Client View Preview

Sanitized estimate presentation without internal notes.

Internal fields stay in the editor only.
Select an estimate to render the client-facing preview.