Quoting software that wins the job before the competition calls back
A quote is the first real thing a customer sees from you. Build it on site in minutes from your own price book, send it before you are back in the truck, and let them approve it — and pay the deposit — on the link.
Sent 12 March · valid 30 days
- $480.00
Full gutter clean
Two storey · 42 linear metres
- $160.00
Downpipe flush
4 × downpipes
- $1,260.00
Gutter guard supply
42 m · mesh
- $580.00
Installation labor
6 hrs · 2 crew
Deposit of $500.00 requested on approval.
Illustrative — sample data
Line-item pricing
Build a professional quote without a spreadsheet
Pull services, products, and labor straight from your price book. Quantities, rates, and tax roll into a total that is calculated server-side, so the number the customer sees is the number you meant.
No more retyping last month’s quote and forgetting to update the rate you raised in March.
- Services, products, and labor on one document
- Totals computed server-side, never in the browser
- Your rates, applied consistently by every estimator
Optional add-ons
Let the customer upsell themselves
Mark a line optional and the customer can tick it at approval time. The gutter guard you would have felt pushy mentioning twice is now just a checkbox next to a price.
The total updates as they choose, and what they approve is what becomes the job.
- 1
Opens the link
No login. The token in the URL is the credential.
- 2
Reviews the lines
Sees exactly what is included, and what is optional.
- 3
Ticks the add-ons they want
The total recalculates as they go.
- 4
Approves and signs
You are notified the moment it happens.
Illustrative — sample data
One-tap convert
An approved quote becomes a scheduled job
Approval is not a notification you then act on manually. The approved lines become the job, the job goes on the calendar, and the crew gets the same scope the customer agreed to.
Nothing is retyped between the quote and the invoice, which is where scope disputes usually start.
- Monscheduled
QUO-8871 → JOB-2214
Ramirez · Crew A
- Monscheduled
QUO-8869 → JOB-2213
Okafor · Crew B
- Tueawaiting
QUO-8872
Delgado
- Weddeclined
QUO-8865
Haruna
Illustrative — sample data
Where this sits in the day
Questions people ask
Start using Quotes.
Set up your first crew, route, and quote today. Bring the clipboard if you must.
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