Compare estimate workflows
Choose the workflow that fits the work around your estimates.
Latchletter focuses on creating, saving, and sharing an estimate for customer review. Jobber and Joist describe estimates as part of broader contractor workflows. A spreadsheet gives you a flexible format to shape and share. These tools serve different needs, so compare their documented scope rather than a universal ranking.
Latchletter
Estimate workspace and customer review page.
Jobber
Quoting within a service-business workflow.
Joist
Estimating and invoicing for contractors.
Spreadsheets
A flexible format your team configures.
Detailed breakdown
Compare what matters
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| Capability | Latchletter | Jobber | Joist | Spreadsheets |
|---|---|---|---|---|
| What the workflow centers on | ||||
| Estimate recordCompare the shape of the estimate and the work connected to it. | Save customer name and contact, work scope, and one estimate total together. | Quotes sit in client records and can connect to scheduled jobs and invoices. | Estimates are part of a contractor workflow that also covers invoices, payments, and jobs. | Choose your estimate rows and columns, then manage the sheet and its sharing settings. |
| Customer reviewHow the customer gets a view of the estimate. | Publish a customer review link, then copy and share it yourself. Estimate emails are not sent automatically. | Jobber documents email and text quote delivery, online review and approval, and conversion to a job. | Joist describes sending customer quotes alongside estimates, invoicing, and payment workflows. | Share a spreadsheet link with chosen access, or publish a view of the sheet. |
| Team and setup | ||||
| Sharing with a team | Company Editors can change estimates; Viewers have read-only estimate access. One subscription covers the company workspace. | Account roles and plan permissions are not compared in this guide. | Account roles and plan permissions are not compared in this guide. | File sharing can use viewer or editor access, configured for each file. |
| Best fit depends on | Keeping estimate details together and giving customers a dedicated review page. | Using quoting alongside the client, job, schedule, and invoice workflow. | Connecting quotes with contractor operations such as invoicing and payments. | Controlling a custom layout and formulas with your own file workflow. |
Sources checked for this comparison
Competitor statements above summarize these providers’ own documentation.
- Jobber Help Center: Quote Basics
Quote records, sending options, client review, and conversion to a scheduled job.
- Joist: General Contractor Estimating and Invoicing Software
Joist’s description of estimates, quotes, invoicing, payments, and job operations.
- Google Sheets Help: Collaborate in Sheets
File sharing and access options, including editor and viewer permissions.
- Google Docs Editors Help: Publish a spreadsheet
Publishing a spreadsheet and sharing a view of its contents.