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What is Estizee?

Estizee is an all-in-one service business management platform designed specifically for field service professionals.

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Workflow

It streamlines the entire workflow—from instant job estimates to scheduling, invoicing, payments, and customer communication—so service businesses can operate efficiently, scale faster, and deliver a modern customer experience.

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Why We Built Estizee

Estizee was built with real-world service businesses in mind, eliminating manual processes, fragmented tools, and guesswork.

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Who Estizee Is For

Estizee is ideal for:
  • Window cleaning businesses
  • Pressure washing companies
  • Residential & commercial service providers
  • Solo operators and growing teams
  • Service businesses that want automation without complexity
Whether you’re a single operator or managing multiple crews, Estizee adapts to your workflow.

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Core Philosophy

Estizee is built around three core principles: 1. Automation without friction
Reduce admin work by automating estimates, reminders, invoices, and follow-ups—without sacrificing control. 2. Customer-first experience
Customers get clear quotes, fast approvals, transparent pricing, and smooth scheduling. 3. Business intelligence built-in
Every quote, job, and invoice becomes actionable data to help you grow smarter.

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What Problems Estizee Solves

Estizee replaces:
  • Manual quoting and on-site estimates
  • Back-and-forth scheduling calls and texts
  • Disconnected invoicing and payment tools
  • Missed follow-ups and forgotten reminders
  • Poor customer visibility into job status
With Estizee, everything lives in one system.

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Key Capabilities at a Glance

  • Instant Estimates & Quotes
    Turbo and Advanced quote engines with dynamic pricing logic and surcharges.
  • Online Booking & Scheduling
    Calendar-based job scheduling with availability control.
  • Customer & Job Management
    Centralized customer profiles, job history, and service details.
  • Invoices & Payments
    Automatic quote-to-invoice conversion with Stripe integration.
  • Notifications & Reminders
    SMS and email reminders for scheduled, completed, and paid jobs.
  • Admin Controls & Pricing Rules
    Fully configurable base rates, service rules, and business settings.

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How Estizee Works (High Level)

  1. Customer requests a quote via your website or admin panel
  2. Estizee generates a price using your business rules
  3. Customer approves the quote
  4. Job is scheduled based on availability
  5. Invoice is generated automatically
  6. Customer pays online
  7. Follow-ups and reminders are sent automatically
No manual steps. No disconnected tools.

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Designed for Growth

Estizee is designed to grow with your business:
  • Start simple as a solo operator
  • Add employees and teams
  • Introduce advanced pricing and scheduling rules
  • Enable customer portals
  • Expand to multiple service types
You don’t outgrow Estizee—Estizee scales with you.

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What This Documentation Covers

This documentation will guide you through:
  • Getting started with Estizee
  • App navigation and core concepts
  • Quotes, jobs, scheduling, and invoicing
  • Admin settings and pricing configuration
  • Notifications and automation
  • Best practices and workflows
Each section is written to be practical, concise, and implementation-focused.

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Getting Started

If you’re new to Estizee, start with:
  • System Overview
  • Business Setup
  • Creating Your First Quote
From there, you’ll be fully operational in minutes.

System Overview

Business Setup

Creating Your First Quote