Quoting Pro

Quoting Pro is for anyone who quotes face-to-face. It started with a renovator who wanted to give his customers his full attention instead of spending the visit buried in measurements, calculations, and notes. Build the quote while you talk: work through a guided checklist, capture every detail, price it as you go, and leave with a professional quote already done.

Quoting in person means carrying a mental load. You are pricing this, noting that, remembering the next thing, all while trying to have a real conversation. So one of two things happens. You stay present and miss details, then drive back to the office to rebuild the quote from half-remembered notes, or make a second visit. Or you bury your head in a device and the customer feels like a line item instead of a person.

Quoting Pro takes that load off you. It prompts the right questions at the right time and builds the quote as the conversation happens, so you can stop, start, and really dig in with the customer. You give them genuinely great service and make them the hero of the conversation, while the app makes sure nothing slips.

ANYONE ON YOUR TEAM CAN QUOTE Because the steps and the pricing are built into the checklist, you do not need to be the expert to quote. The app handles the calculations and keeps every quote consistent, so you can send anyone to a job, have them focus on the customer, and trust the number that comes out.

WHAT YOU CAN DO

• Build custom-priced quote checklists for exactly what you do, with every cost (materials, labour, items, services) on the line
• Let the app do the maths: the total calculates as you move through the checklist, so the quote is done by the time you finish talking
• Capture photos and notes in context, attached to the right item
• Send a clean, branded PDF quote your customer can review and accept on the spot
• Stop to answer a question or have a real conversation, then pick up exactly where you left off
• Work offline and sync when you are back in range
• Track every quote (sent, accepted, pending, won) from one dashboard
• Reuse templates and a shared library so your pricing stays consistent across your team
• Manage customers, projects and appointments in one place

FOR ANYONE WHO QUOTES IN PERSON Renovators and trades, electricians, plumbers, solar, painters and landscapers, wedding and event planners, caterers, and more. If you quote face-to-face, set up your checklist and pricing once, then quote fast on every job.