Quoting Pro

Quoting Pro is built for anyone who quotes face-to-face. Work through a guided checklist while you talk with the customer, capture the details that matter, price the job as you go, and leave with a professional quote ready to send.

Quoting in person means carrying a lot in your head: measurements, costs, notes, photos and the next question to ask. Quoting Pro keeps that structure in the app so you can stay present with the customer without missing important details.

WHAT YOU CAN DO

• Build custom quoting checklists with your own materials, labour, services and pricing
• Calculate totals automatically as you move through the job
• Capture photos and notes against the right project or checklist item
• Create clean, branded PDF quotes for customers to review and accept
• Work offline and sync safely when you're back online
• Reuse templates and a shared item library to keep pricing consistent
• Track quotes, customers, projects and appointments from one place

FOR TEAMS

Because the steps and pricing live in the checklist, quoting doesn't have to depend on one expert carrying everything in their head. Team members can follow the same process, focus on the customer and produce consistent results.

WHO IT'S FOR

Renovators, trades, electricians, plumbers, painters, landscapers, solar teams, event planners, caterers and other businesses that quote services in person.