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Everything in Quotes & Estimates
- Line item quotes
List each part of the job separately. Labor, materials, whatever. As detailed as you want.
- Three item types: Labour, Materials, Other
Pick the type for each line. Helps with job costing later.
- Pull parts from inventory
Don't manually type part names and prices. Pull them straight from your inventory.
- Markup on materials
Buy a part for $50, charge $75. Set your markup percentage or dollar amount.
- Auto tax calculation
GST for Australia and New Zealand. Adds up automatically.
- Send quotes by email
Customer gets a link to view and approve the quote online.
- Send quotes by SMS
Text them the quote link. Faster than email for some customers.
- Digital signature capture
Customer can sign on their phone when approving. You get a record of it.
- Optional signature requirement
Turn signature on or off per quote. Sometimes you need it, sometimes you don't.
- Quote status tracking
Draft, Sent, Approved, Declined, Expired. Always know where each quote is at.
- Urgency flags
Mark quotes as urgent so they don't get lost in the pile.
- Set expiry dates
"This quote valid for 30 days." Set the date, system tracks it.
- Convert approved quotes to jobs
They said yes? Click convert. All the quote details become job details automatically.
- Attach files to quotes
Diagrams, product specs, photos. Attach whatever helps sell the job.
Average quote creation time
Quote-to-job conversion rate
Math errors (automatic calculations)
Everything You Need in a Quote
Inventory Integration
Click "Add Part" → Select from inventory → Quantity → Price auto-fills with your markup.
No typing part numbers. No looking up prices. One click.
Labor Categories
Standard labor $80/hr, After hours $120/hr, Emergency $150/hr. Select category, enter hours, done.
Set rates once. Use them forever.
Photo Attachments
Take photos of the site. Attach to quote. Customer sees exactly what you're quoting.
Perfect for damage documentation or "before" shots.
Quote Templates
Save common jobs as templates. "Standard Switchboard Upgrade" → Load → Edit customer name → Send.
15 seconds for repeat quote types.
Quote From Your Phone
While Still On Site
Customer asks "How much?" Don't say "I'll email you tonight." Pull out your phone. Create quote. Send it. They approve on the spot.
- Simplified mobile interface
- Voice-to-text for descriptions
- Camera integration for photos
- Send PDF via email in seconds
Quote → Job → Invoice Zero Re-Entry
Create Quote
Labor + Parts + Photos + Terms & Conditions = Professional quote PDF
Convert to Job
Customer accepts. Click "Convert to Job". Set scheduled date. All quote details carry over.
Generate Invoice
Job complete. Click "Create Invoice". Quote line items become invoice line items. Tax calculated. Send.
Track Every Quote
Draft
Created but not sent
Sent
Emailed to customer
Accepted
Customer approved
Job
Converted to job
Win More Work. Quote Faster.
2-minute quotes. Professional PDFs. Mobile-friendly. Free to start.
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