Estimates and customer decisions
Prepare line-item estimates, share controlled approval links and move approved scope into linked work or an invoice.
Approval records are not a claim of formal electronic-signature certification.
Keep electrical estimates, approvals and invoices connected.
An estimate is the start of a job record. Prepare the priced scope, capture the customer's decision and carry approved work forward with its customer and project context. VolteraForge helps the office follow that record through the commercial workflow.
How the work connects
Step 1
Prepare the priced scope
Build a line-item estimate with document currency, tax treatment and totals. Owners and admins manage the commercial record.
Step 2
Capture the customer decision
Share a controlled approval link where your plan supports it. Keep the recorded decision with the estimate.
Step 3
Carry approved work forward
Move approved scope into linked work or an invoice, then maintain invoice status and recorded payment evidence with the job.
What you can do
Capabilities depend on your plan, role and assignment. Review the current pricing comparison for availability.
Invoices and recorded payments
Maintain invoice documents and recorded payment evidence alongside the customer and project.
VolteraForge does not collect customer payments or replace your accounting ledger.
Currency and tax context
Keep document currency, tax treatment and totals with estimates and invoices as work moves forward.
Document-level currency is not foreign-exchange conversion. Tax settings do not replace professional advice.
Common questions
Does this calculate quantities from drawings?
No. These are line-item estimating and commercial workflows. Automated drawing takeoff is not part of this V1 feature.
Can customers pay invoices through VolteraForge?
VolteraForge records invoices and manual payment evidence. It does not collect, settle or refund customer payments, or replace an accounting ledger.
Are customer approvals included in every plan?
Availability depends on the current plan and role. Check the pricing comparison for customer approvals and other commercial capabilities before choosing a plan.
See how it fits your team.
Tell us how you manage jobs today and which workflow you would like to see. Ask about a demonstration or review the current plans.