Quotes & estimates
Send quotes from your phone with line items, photos, e-signature. Approved quotes flip into a job in one tap — no re-keying anything.
| Code | Description | Qty | Unit | Total |
|---|---|---|---|---|
| LBR-2 | Tear-off existing shingles (sq) | 22.0 | $95.00 | $2,090.00 |
| MAT-101 | GAF Timberline HDZ shingles | 22.0 | $112.00 | $2,464.00 |
| MAT-204 | Synthetic underlayment | 22.0 | $28.00 | $616.00 |
| MAT-309 | Ice & water shield | 8.0 | $54.00 | $432.00 |
| LBR-1 | Install (sq) — 22 sq @ 3.5 hrs/sq | 77.0 | $95.00 | $7,315.00 |
| DSP | Dumpster · 20 yd · 3-day | 1.0 | $418.00 | $418.00 |
| OPT-1 | Upgrade to GAF Designer line ✓ Added | 22.0 | $48.00 | $1,056.00 |
| OPT-2 | 10-year workmanship warranty (add-on) Optional | 1.0 | $420.00 | $420.00 |
| Subtotal · before sales tax | $14,811.00 | |||
Quote builder with line-item catalog, photo grid, deposit terms, and the e-signature panel. Mobile view.
Build a quote from your phone at the customer's house: pick line items from your saved catalog, attach photos of the work, add a deposit term, send for e-signature. Customer signs and pays the deposit on their phone. The quote becomes a job, the deposit posts to bookkeeping, and the schedule slot is held — without anyone re-typing a thing.
What you can do with quotes & estimates.
Mobile-first quote builder with your saved line-item catalog and your pricing
Inline photo attachments — show the customer what they're paying for
E-signature with a stored signed copy and audit trail
Deposit collection at signature (ACH or card)
Approved quotes convert to a job, an invoice schedule, and a calendar hold in one tap
Win-rate reporting by line-item template, quoter, and time-to-close
Quotes & estimates — answered.
The questions we hear most when operators are evaluating this module. Anything specific to your industry, your state, or your existing vendor — we'll answer on the discovery call.
01 Can quotes include options the customer picks from — good/better/best? +
02 What happens to the quote if the customer changes their mind after signing? +
03 Can I quote with my markup hidden from the customer? +
The modules quotes & estimates talks to most.
Pipeline from inquiry to close. Web-form intake, call/text capture, follow-up reminders, owner handoff. Built for the operator who's also doing sales.
Field-ready jobs linked to the customer, the quote, and the invoice. Status, photos, and notes from any phone — no native app.
Recurring + one-off invoices with reminders, late fees, and ACH/card auto-pay. Posts to bookkeeping on send — no double entry.
Run the business
on one system.
Thirty-minute discovery call with the actual builders. Tell us your industry and what you're using now; we'll show you what a tailored build looks like.