Help Center/Estimates & Jobs

Creating a Good / Better / Best estimate

Estimates & Jobs6 min read

Good / Better / Best estimates present three options at once, letting homeowners choose the tier that fits them — while increasing your average job value significantly.

1

Open a lead and click + New Estimate.

2

Enter the property address (auto-filled if already on the lead).

3

Under Estimate Type, select Good / Better / Best (3-Tier).

4

For each tier (Good, Better, Best), enter: a tier label (you can rename these), a short description of what's included, and the price.

Make your descriptions specific and benefit-focused. Instead of '30-year shingle', write '30-year architectural shingle — 50% longer lifespan than standard with a transferable warranty'.

5

Add any line item details (materials, labor, permit fees) under each tier using the + Add Line Item button.

6

Upload photos of the damage or the current roof to the estimate — these appear in the proposal the homeowner sees.

7

Add a personal note to the homeowner in the Message field (optional but recommended).

8

Click Preview to see exactly what the homeowner will see, then click Save Estimate.

Scaffold highlights the Better (middle) tier by default with a 'Recommended' badge — this is the highest-converting presentation style based on behavioral research.

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