3) Add a lead and send a proposal

Outcome: A customer receives an estimate they can accept.

What you’ll do

• Add a lead (with contact info)

• Build an estimate using services or a template

• Send by email/SMS

Steps

1

Go to Leads

Open Customers. Your leads are listed there too.

2

Add a lead

Click Add Lead.

3

Enter contact and property info

Fill in first name, last name, email, phone number, and property location.

4

Build the estimate

When you save the lead, Shortcut opens their profile. Click Create estimate at the top and add services. To price by square foot, measure the lawn from the Location card on the same page — see Measure the lawn to price by square foot.

Start the estimate from a lead and add the services to quote.

5

Send the estimate

Click Send at the bottom of the estimate and choose email, SMS, or both.

Choose how the customer should receive the estimate.

Expected result

The estimate is sent and the person moves to Customers → Estimate pending, with a Prospect pill on their profile, while you wait for them to accept.

If they say yes on the phone instead, open their profile and click Approve at the top. See Prospect management.

Haven't sent it yet? You can click Approve on the estimate page itself. The estimate locks, and Schedule jobs takes you straight to step 4. See Approve for the customer.

Preview what the customer sees before approval.

Tip: send your first estimate to yourself once as a test (email or SMS), so you see what customers see.

Still stuck?

Email [e-mail] with the lead name + a screenshot of your estimate screen.