Step 3 of 5 · Products
Quote & Close
Turn a photo, a voice note or a plan into a priced quote.
Start your free trial23 tools included
- Photo to QuotePhotograph the room, the roof, the driveway. You get back a line-itemed estimate priced from your own price book, ready to send before you pull out of the driveway.
- Voice to QuoteWalk the property and just say what needs doing. It becomes a priced, line-itemed quote, because talking is faster than typing and you can do it with your hands full.
- Video to QuoteRecord a single walkthrough of the whole property, talking as you go. Every room and every callout comes back as line items, which beats photographing twenty things one at a time.
- AI Measure to QuoteMeasure a room by walking it with your phone, or measure a roof and a lot from the map without leaving the truck. Square footage, linear feet and material quantities come out priced against your book.
- Plan / PDF Scan to QuoteDrop in the plan set, spec sheet, or bid request PDF a GC sent you. It gets read and turned into a starting estimate with the scope pulled out, so you can bid the job the day it arrives.
- Personalized Price BookYour services, materials, labor rates, and markups saved centrally. Every quote uses the same numbers.
- Smart LearningEvery quote a customer accepts teaches your price book what that work is really worth to you. Around 25 accepted jobs in, your pricing is dialed in — and it keeps adjusting as your costs move.
- Prebuilt TemplatesYour common jobs saved as templates with their line items and pricing already in place. Pick the template, adjust the numbers, send. Every quote comes out looking the same and nothing gets left off.
- Proposals & ContractsProfessional proposals with your branding. Customers sign electronically from any device.
- E-SignCustomers sign the quote or contract with a finger on their phone. You get a signed copy on file and a start date, without printing, scanning, or driving back out for a signature.
- One-Click Text or Email QuotesText or email the quote from your phone the moment it's ready. The customer opens a clean page on their phone, sees the photos and the price, and can accept and sign right there.
- Optional Add-OnsPut optional upgrades on the quote as checkboxes. The customer ticks what they want and the total updates itself, which is how a $4,000 job becomes a $5,200 job without you selling anything.
- Quote OptionsPut two or three versions of the job in front of him in the same quote. He picks the one he wants and signs it, instead of asking you to redo the whole thing cheaper.
- Selections & AllowancesBuild a selections sheet off the quote: fixtures, finishes, colors, model numbers, allowances and lead times. The customer sees it in their portal and approves it.
- Vendors & Supplier BidsEmail the same list of parts to your suppliers, see their prices side by side, and award line by line - the lumber to one, the windows to another.
- Diagnostic & Trip ChargeSet your diagnostic or trip charge once. It goes on the call automatically, and it comes off the moment he approves the work — so the line you use to close is on the paperwork, not just in your head.
- Read A Supplier's PricePaste a product link and the name, brand, SKU, price and availability come across into the selection. Suppliers who block us — Build.com, Home Depot, Ferguson — get read from a screenshot on your own phone instead.
- Customizable Payment SchedulesSet the deposit and the milestone payments right on the quote. The customer agrees to the schedule when they accept the job, so you are not asking for money later like it's a favor.
- Collect Credit CardsAccept credit cards, ACH, and online payments. Customers pay from their phone in one tap. Funds deposited to your bank.
- Recurring BillingMaintenance plans, service agreements, and seasonal contracts billed on schedule without you remembering. Recurring revenue that shows up whether or not you sold anything that week.
- Quote TrackingSee when your quote was opened and how many times. Following up with someone who read it twice yesterday is a completely different conversation than guessing.
- Automatic Follow-UpQuotes you sent get followed up automatically by text and email until the customer answers. Most jobs are lost to silence, not to a competitor's price.
- Quote Request WidgetEmbed on your website so homeowners submit photos, videos, and descriptions. AI pre-builds the quote before you show up.