Quotes
Stop spending your evenings on quotes
Send a professional quote in minutes, from your phone or computer.
The customer receives the quote by email and accepts or declines with a single click. Accepted quotes go straight to the timeline — ready to schedule.
No more copying numbers between spreadsheets or rebuilding the same quote from scratch. Set up your units once, and every future quote is just picking the right ones and hitting send.
- Unit-based pricing with built-in margin calculation
- Send professional quotes directly via email
- Customers review and accept online — no back-and-forth
- Accepted offers convert to scheduled projects automatically
How it works
Define your units
Set up the units your organization provides — labor types, materials, equipment. Define them once, reuse them in every quote.
Build the offer
Add units to an offer with customer details, project location, and a description of the work. Set your margins and pricing per unit.
Send for approval
Email the offer directly to the customer. They open it, review it, and accept it — all online. No back-and-forth PDFs.
Convert to project
Once accepted, add the project to your timeline. Your employees get access in the mobile app and can start clocking in and doing work immediately.
Related features
Visual Timeline
See all your projects on a visual timeline. Drag to reschedule. Know at a glance which projects are running, upcoming, or behind schedule
Customer Portal
Customers can view real-time status — progress, schedule changes, and milestones — without calling you, from accepted quote to handover
Invoicing
Generate invoices from completed projects with all work and costs already filled in. Send them digitally and track payment status — no double entry, no spreadsheets
Site Inspections
Schedule site inspections, link them to projects, and complete them with notes and photos. Never lose track of which sites need a visit before quoting