Quotes
Quote in minutes. Win with one click.
Build a branded quote from your price book, set a deposit if you need one, send a link, and let the customer accept on their phone. If they go quiet, chase from the pipeline. No PDFs, no email attachments.
Quote · Q-1042
SentTom Brennan
Outdoor decking, 30m²
What your customer sees
Quote from Brennan Plumbing
Total $3,400 · Valid 30 days
One click → automatically marked Won and ready to schedule.
Why it matters
Less admin, more jobs done.
Look like the pro you are
Your logo, your colours, your terms — every quote consistent without re-doing the formatting.
Frictionless for the customer
They click a link, see the quote on any device, and tap Accept. No login, no PDF download.
Chase from the board
Quoted cards show Quote sent or Quote viewed. Resend the link or chase from that card — you do not hunt through your sent mail. Accept still creates the job from the numbers.
How it works
Three steps from sign-up to running.
Build the quote
Add line items, set quantities, the totals calculate themselves. Save reusable terms once.
Send the link
Send the quote link on WhatsApp, email, wherever the customer prefers.
Customer accepts
One tap. The quote is locked, the deal moves to Won, and a job is created from it.
Where this fits
Where this sits in the job.
Leads, quotes, jobs, invoicing — then analytics.
- 01
Leads
Every inquiry in one list, tagged by where it came from.
Learn more - 02
Quotes
A branded quote the customer can accept on their phone.
Learn more - 03
Jobs
The board you work. The week you schedule. The crew on site.
Learn more - 04
Invoicing
Invoice from the job. The customer pays. Your accounts stay in step.
Learn more
Analytics
Every stage feeds the same picture: which channels pay, how fast you quote, what is going cold. Use it to spend time and money where the work actually is — not where it is loudest.
Try it free for 30 days.
Set up takes a few minutes. No credit card required.