Give them a price before your competitor calls back
A working quoting app that builds multi-option proposals, locks in live margins, and captures on-site digital signatures. Then change any part to match how you actually quote.
Sound familiar?
The quote goes out three days late
You get back to the office, the day disappears, and by the time you quote, the customer has already picked a competitor.
Nobody knows what margin you actually won
The price came off an old spreadsheet with outdated markups, and you only find out if the job was profitable after the final invoice.
Every accepted quote gets typed out again
Once as an estimate, again as a work order, and again as an invoice. A single transposed digit turns into an awkward argument.
What you get on day one
It all works the moment you install it. Then change whatever does not match how you quote.
Good, Better, Best proposals
Offer three clear tiers with one-click package duplication so customers choose an upgrade instead of shopping around.
Live margin slider
See exact parts and labour costs, and slide your target profit margin to auto-adjust sell prices before sending.
On-site pitch and signature
Turn your tablet to the customer, let them pick their package, and collect their signature right on the driveway.
Price book and catalogue
Pre-load flat-rate labour, materials, and service packages for fast one-tap quoting in the field.
One-click invoice
Turn accepted quotes into posted invoices with custom due dates with zero re-typing.
Pipeline Kanban
Track drafts, sent quotes, accepted jobs, and invoices with active values and conversion metrics in one view.
Your quoting process, not ours
Every trade quotes differently. That difference is usually why you win work, so keep it.
Add an 'equipment serial number' and 'site hazard photos' checklist to the sign-off screen.
Don't let anyone send a quote under 25% gross margin without owner approval.
When a customer signs on site, sync the accepted tier into ServiceM8 and create the draft invoice in Xero.
Add an optional 10-year manufacturer warranty checkbox to Tier 2 and Tier 3 proposals.
Easy to change. Still safe with money.
Your quote history is never rewritten
Revisions create a superseded version rather than editing past records. You can always prove what was quoted, at what price, on what date.
Totals and invoices always agree
Line items, tax calculations and invoiced amounts link directly to the accepted quote version so numbers stay locked.
Stock does not get double-promised
Accepting a quote reserves materials directly against that job rather than just noting them on a document.
SOC 2 and ISO 27001 certified, with a GDPR Data Processing Addendum.
Integrations
Works with what you already run
Customers, products and prices come straight from your existing systems, with no second price list to maintain.
ServiceTitan
simPRO
ServiceM8
Housecall Pro
Xero
MYOB
ServiceTrade
vWork
HubSpot
QuickBooks
What's the catch?
No. It sits alongside them and reads their data. Most contractors use it for the on-site presentation and multi-option quoting steps their main system does awkwardly.
You tap Revise Quote. The previous version is marked superseded and preserved in full audit history, while a new draft is created with your edits. You never lose the record of past prices.
Yes. It runs in the browser on a phone or tablet, supports touch signatures, and can be stripped back so technicians only see the price book and presentation screens.
The app works the minute you install it. Shaping it around your trade, adding your custom checklists, or adjusting margin rules is as simple as asking the AI Designer in plain English.
Your existing systems. Customers, inventory items, and labour rates can sync directly from ServiceM8, simPRO, ServiceTitan, Xero, or spreadsheets, eliminating duplicate data entry.
Ready to quote your way?
Install now and start, or jump on a call and we will shape it around how you quote.
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