The Old Way vs. Eligant
From Quote to Booked Job in 3 Steps
Create
Pick services from your menu or add custom line items. Takes under 60 seconds.
Send
Customer gets an instant text and email with the estimate details and a link to book an appointment.
Customer Books the Job
They review the estimate, click the appointment link, and pick a time. It flows right into your calendar.
What Your Customer Sees
A clean, professional estimate on their phone. No app to download. No account to create.
Text Message Arrives
Customer gets an SMS and email with a link to their estimate. Opens in their browser instantly.
Review Estimate & Reply
They see every line item, price, and total. They can reply directly to the text or email with questions.
Book an Appointment
Ready to go? They click the appointment link and pick a date and time. It appears on your calendar automatically.
Works in English & Spanish
Estimates are sent in the language your customer prefers. Serve your entire customer base without extra work.
Everything You Need to Close More Jobs
Eligant estimates aren't just documents — they're a workflow that turns quotes into booked appointments.
Service Menu Templates
Pre-build service items with your pricing. Select from a menu instead of typing everything from scratch.
Appointment Link Included
Every estimate includes a link for the customer to book an appointment directly. No back-and-forth phone calls needed.
Online Estimate Requests
Customers can request estimates from your website via a 'Get Estimate' button. Requests come straight to your dashboard.
Automatic Follow-Ups
If they don't respond, Eligant follows up automatically via email or SMS. No more 'did you get my estimate?' calls. Available on Pro and Expert plans.
Estimate → Invoice Conversion
Approved estimate becomes an invoice after making an appointment. No re-entering services, prices, or customer info.
SMS + Email Delivery
Send via text for fast response or email for a formal record. Or both. Customer gets a professional PDF either way.