Choose how online estimates appear with the Online estimate non-PDF web view setting

  • Updated on Apr 30, 2026
  • Published on Apr 27, 2026
  • 2 minute(s) read
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This improvement gives more control over how estimates are shown online by adding a non-PDF web view option.

Online estimates preferences with options for line-item display settings highlighted.

What's changing?

Before, estimates shown in the Customer Portal only used the PDF format. You couldn't choose a web-based format similar to the legacy experience. Now, you can select a non-PDF view in a new Online Estimates section of Settings. You can also control what estimate details are visible to the customer in this view.

Before and After

Before (Current)

  1. Go to Settings > Estimates.

  2. Estimate display defaults to PDF format.

  3. Customers view the PDF when opening an estimate link.

  4. No option to use a web-based estimate view.

    Impact: Limited flexibility for displaying estimate details; resistance to CP2 adoption.

    Try the current workflow in your account.

After

  1. Go to Settings > Estimates > Online Estimates.

  2. Choose between PDF or Non-PDF view.

  3. Set which estimate details (like line items or pricing) show in the web view.

  4. Customers see estimates in the selected format when opening a link.

    Impact: Improves customer experience by matching the legacy CP1 layout, driving higher acceptance of CP2.

    Test the changes in the NEXT environment.

Who uses this feature

  • All Business Types

  • Administrators, CSRs, Technicians (who send and review estimates)

  • Region availability: All regions

 

How it works for your industry

Residential Service and Replacement

  • A technician creates an estimate after inspecting a failed water heater. The estimate appears in a clear web format with itemized costs and images.

  • A CSR helps a homeowner choose between two options by showing the non-PDF estimate during a call.

  • When a customer clicks a link from their email, they see the details without downloading a PDF.

Commercial Service and Replacement

  • A property manager views an estimate for HVAC repairs without needing to open a file.

  • A CSR walks through options with a business owner using the line-by-line web view.

  • A technician adds images and descriptions that appear clearly in the web format.

Residential Construction

  • A customer reviewing remodel options sees detailed estimates in-browser, like they did in CP1.

  • A CSR shows room-by-room estimates to a homeowner in real time.

  • The office toggles visibility of optional add-ons depending on what's relevant for the customer.

Commercial Construction

  • A developer opens a project estimate and can scan through scope, pricing, and images in one scrollable view.

  • The office configures estimates to only show total cost and key phases.

  • Field techs confirm what's been quoted before starting work.

How to Prepare?

  1. Have an administrator reach out to Support or your CSM to enable CP2-based online experiences configuration for your account.

  2. Confirm which departments use estimates in the Customer Portal.

  3. Bookmark the Online Estimates Settings page for quick access.

  4. Identify whether your current estimate format aligns with how your customers prefer to review options.

  5. Train CSRs and technicians to explain the difference between PDF and web views.

  6. Check permissions for who can access Settings and change estimate display.

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