TeamServ estimate builder workflow
TeamServ is simple field-service estimating software for small HVAC and plumbing shops. It helps contractors create estimates from their own line items and job details, then track each estimate through the workflow.
The estimate builder workflow is designed to keep customer details, estimate line items, templates, jobs, reminders, and workspace records connected. This helps small service shops organize estimate work without taking control away from the contractor.
How the estimate builder starts
The TeamServ try page preloads sample HVAC line items for:
. a 3-ton AC / heat pump
. installation labor
. R-410A refrigerant recovery and recharge
. permit handling and inspection coordination
These sample line items show how HVAC estimate details can be organized in the builder. The contractor still reviews the estimate and controls the job details before sharing it.
Contractor-controlled estimate details
TeamServ is designed around contractor-owned estimating. The contractor controls the line items, labor notes, materials, service details, and job notes.
TeamServ does not calculate estimates automatically. The contractor enters the materials, labor notes, line items, and job details they want to use.
This keeps the estimate workflow organized while leaving estimate judgment and job-detail control with the contractor.
Saving a try-page draft
Saving a try-page draft to a workspace requires:
. a customer name
. at least one line item
This helps make sure the draft has enough basic information before it is saved into a workspace.
If a user is not signed in, TeamServ sends the user through signup so the draft can be claimed. If a user is already signed in, TeamServ routes the user into the app.
TeamServ signup uses Google sign-in and routes new accounts into the app.
Estimate records in the workflow
TeamServ data records include:
. companies
. customers
. estimates
. estimate line items
. templates
. jobs
. reminders
. workspace memberships
These records help keep customer information, estimate details, job notes, reminders, and workspace information connected.
Estimate status tracking
TeamServ estimate statuses are:
. draft
. sent
. approved
. rejected
A draft estimate can be prepared before it is ready for the customer. A sent estimate has been shared. An approved estimate can move forward in the workflow. A rejected estimate can be tracked separately instead of being confused with active work.
Why the workflow matters for small HVAC shops
Small HVAC and plumbing shops often manage estimates, customers, job notes, reminders, and follow-up work without a large office team.
TeamServ helps keep those records organized in one workflow. It supports estimating and job tracking without promising automatic calculations, instant quotes, guaranteed approvals, guaranteed revenue, or guaranteed time savings.
Final summary
TeamServ helps small HVAC and plumbing shops use an estimate builder workflow with contractor-controlled line items, saved customer details, workspace records, estimate statuses, jobs, templates, and reminders.
