Wink Dynamic QuoterMulti-Option Field Quoting & Margin Protection

Close profitable trade jobs on the driveway

Build Good, Better, Best proposals on mobile, lock in target profit margins, and capture on-site customer signatures with zero re-typing into ServiceTitan or simPRO.

14-day trial · Works on your live pricebook · No credit card required

Mobile ProposalJob #49201 Presentation

Henderson Residence · AC Replacement

3-Tier Good / Better / Best Proposal

Good · Standard 14 SEER1-Year Parts & Labor Warranty
$3,850
Better · 16 SEER High Eff.Selected ✓
5-Year Full Warranty · Smart Thermostat
$5,420
Best · Variable Inverter10-Year Warranty · Whole-Home IAQ
$7,950
✍️ Driveway Sign-Off Ready1-Tap Customer E-Signature
Technician Profit GateReal-Time Cost Engine

Live Pricebook & Labor Rate Sync

Synced with ServiceTitan & simPRO

Equipment & Materials Cost$2,418.36
Labor Estimate (8.5 hrs)$850.00
Locked Margin Slider42.5% Gross Margin ($2,151.64 GP)
Calculated Sell Price$5,420.00 (Tier 2)
🛡️ Margin Floor Protected (Min 35.0% GP)Locked ✓

Why traditional trade quoting loses you profitable jobs

Quotes sent 3 days late, blind technician discounting, and double-entry typing leak sales. Dynamic Quoter turns estimates into signed jobs in minutes.

Quoting ChaosThe 3-Day PDF Delay
Quote_Draft_v4_FINAL.pdf
Site Visit Completed3 Days Ago (Waiting)
Tech Driveway Discount-15% (Uncalculated)
⚠️ Margin Erosion: Tech shaved 15% off the cuff without factoring in equipment inflation, turning a 40% GP job into a loss.
  • Smeared paper dockets and scribbled part numbers lost in truck cabs
  • Office delay: homeowner signs with a competitor while waiting for a PDF
  • Blind discounts destroy gross margin on equipment and labor
  • Accepted quotes re-typed three times into dispatch and accounting
Dynamic QuoterDriveway Sign-Off & Sync
Tier 2 Accepted · 42.5% GP Locked
Customer E-SignatureCaptured on Tablet ✓
ServiceTitan Work OrderAuto-Created & Scheduled
⚡ 1-Click Job & Invoice Sync: Push signed proposals directly into ServiceTitan or simPRO and create the invoice in QuickBooks or Xero.
  • Good, Better, Best packages presented cleanly on phones and tablets
  • Enforceable margin slider protects profit floors before quotes get sent
  • Instant driveway digital signature and deposit capture
  • Accepted tiers convert straight into scheduled work orders and draft invoices

Built for the whole team, from the driveway to finance

Fast mobile quoting that wins more proposals and guarantees profitability on every job.

BUSINESS OWNERS & SALES DIRECTORS

Protect gross margins on every field estimate

Lock in minimum profit floors and eliminate unapproved technician discounts before proposals are presented.

100% Margin Protection
FIELD TECHNICIANS & ESTIMATORS

Present winning tiered packages in 2 minutes

Build Good, Better, Best proposals with 1 tap on mobile using live parts pricing and flat-rate labor.

2-Min Driveway Proposals
OFFICE ADMINS & DISPATCHERS

Zero re-typing from quote to job to invoice

Accepted proposals instantly schedule work orders in ServiceTitan and post draft bills to accounting.

0 Manual Re-Entry

Your quoting rules, not a generic template

Every trade company quotes differently. Put your exact business rules in.

“Require business owner PIN approval before any quote under 30% gross margin can be sent.”

“Automatically add a 10-year parts and labor warranty checkbox to Tier 2 and Tier 3 HVAC packages.”

“When customer signs on tablet, push accepted job to ServiceTitan and generate the deposit invoice in QuickBooks.”

“Include mandatory site safety hazard photos and existing unit serial numbers before proposal generation.”

Why pay $1,200/mo for traditional quoting software?

Traditional proposal tools charge per-seat fees that penalize you for growing your field team. Dynamic Quoter gives your whole crew mobile quoting with live margin protection and free reporting.

Feature & CapabilityTraditional SaaS (SumoQuote / Roofr)Wink Dynamic Quoter
Monthly Pricing Model$600 to $1,200/mo + per-seat user feesIncluded in your Wink plan · Unlimited field technicians
Margin ProtectionStatic dumb PDF pricing tablesDynamic margin slider & enforceable gross profit floors
Job Management SyncBasic one-way PDF zap that breaks on updatesDirect 2-way sync with ServiceTitan, simPRO & ServiceM8
Proposal CustomizationRigid templates with locked fields100% adaptable: custom tiers, add-ons & safety checklists
Platform ValueSingle isolated point toolFull live ops reporting, dashboards & automations included free

Fast mobile proposals. Uncompromising on accuracy.

Designed for trade contractors, compliance, and accurate job costing from day one.

Immutable Proposal History

Every quote revision, customer tier selection, and discount adjustment creates a permanent audit trail.

Live Pricebook Locking

Real-time parts catalog and labor rate sync prevents quoting outdated supplier costs.

Secure Digital Signatures

Time-stamped driveway signatures with customer IP and signed PDF generated on the spot.

🛡️ Independently audited SOC 2 Type II and ISO 27001 certified, with a GDPR Data Processing Addendum.View compliance details

INTEGRATIONS

Connects natively to the software you already run

Proposals, pricebooks, and customer sign-offs sync live across your trade platforms and accounting systems.

ServiceTitan
simPRO
ServiceM8
Housecall Pro
Cin7 Core
Xero
QuickBooks
MYOB

Frequently Asked Questions

No. Dynamic Quoter connects directly alongside your existing job management software, providing interactive multi-option presentation and margin-locking screens that standard systems do not offer.

You tap Revise Quote. The previous version is archived in your complete audit history, and a new draft is created with your edits so you never lose past pricing records.

Yes. Dynamic Quoter runs smoothly in any mobile browser on iOS and Android, supports touch digital signatures, and can be customized so field staff only see presentation screens.

Your existing systems. Pricebooks, inventory items, and labor rates sync directly from ServiceTitan, simPRO, ServiceM8, Xero, or spreadsheets, eliminating duplicate data maintenance.

No. Wink plans include unlimited field technicians and estimators with zero per-seat user fees, plus full access to Wink reporting and automations.

Stop losing jobs to the 3-day quoting delay

Install Dynamic Quoter on your live pricebook, or book a 15-minute field quoting audit.

14-day trial · Live pricebook sync · No credit card required

Complete operational control with the Wink Suite

Team & Compensation

Wink CompEngine

Factor accepted quote gross profit into technician sales commissions automatically before payday.

Explore CompEngine
Payables & Invoices

Wink AP Matcher

Reconcile vendor invoices against quoted equipment and job material costs to protect your bid margin.

Explore AP Matcher