Estimate Settings is where you control everything your customers see when they get an estimate from you. Set your portal branding, write your terms and conditions, choose default tax and expiration rules, customize the email and SMS that go out, and decide when to send reminders. This walkthrough takes you through each tab.

​

You'll find it in Settings, in the left sidebar of your dashboard.

​

​

Toggle off anything you don't want customers to see. Your logo, phone, email, website, and address each have their own switch. You can also override any of these for the estimate portal only, so your customer-facing details can differ from your internal company profile.

​

​

​

​

This description is what Joby AI uses to draft your terms. A sentence or two is enough.

​

​

The more specific you are about your industry, services, and policies, the more accurate the generated terms will be. You can always edit the result before saving.

​

​

Joby AI returns a draft with sections like Payment Terms, Cancellation Policy, and Warranty. Review each section and edit anything that doesn't match your actual policies.

​

​

​

​

This tax rate applies to every new estimate automatically. You can still change it per estimate if a job needs a different rate. Default Deposit % and Estimate Expiration (days) work the same way.

​

​

​

​

Click any variable chip (Customer Name, Estimate #, Total Price, and so on) to insert it into the message. The Live Preview on the right updates as you type so you can see exactly what your customer will receive.

​

​

​

​

Reminders go out to customers who received an estimate but haven't signed it yet. Set how many reminders to send and how many days between each. You can also customize the reminder email separately so it doesn't read like a copy of the original.

​

​