Branded quotes. E-signed. Converted on the spot.
Build a professional estimate in under a minute, send it by SMS or email, capture the signature, and turn it straight into a job.
Quote drafted
Marcus Reed · HVAC Maintenance · $3,000
Loyalty rule applied
15% off (remembered from last year)
Quote finalized
Final $2,550 · valid 30 days
Time saved
Built-in
Everything your sales motion needs.
From first draft to signed contract, no jumping tools and no re-entry.
Branded PDF templates
Your logo, your terms, your colors. Looks like you — not like a generic form.
Line items & good-better-best
Tiered options with one click. Customers pick; the margin math stays right.
E-signatures
Sign from any device, instantly logged to the job with timestamp and IP.
Deposits on approval
Take a deposit at sign-off via Stripe. Funds in your account before the truck rolls.
Loyalty & discount rules
Remembered per customer. Applied automatically so reps don't have to negotiate.
Parts-aware pricing
Pull live supplier cost so your margin never slips below your floor.
Auto-expiry & nudges
Quotes expire on schedule. Auto follow-ups land before the customer forgets.
One-click to job
Approved? Convert to a scheduled job with the same line items, parts, and pricing.
Win-rate reporting
See which reps, templates, and price points win. Optimize from data, not guesswork.
Works for every trade
One platform. Every field service business.
HVAC
Good-better-best on replacements, same call.
Plumbing
Photo-backed quotes texted from the truck.
Roofing
Drone-photo estimates e-signed on the driveway.
Integrations
Plays nicely with the tools you already use
Stripe
Take deposits on approval.
DocuSign
Use your existing e-sign workflow if you prefer.
Gmail
Quotes sent from your domain.
Twilio SMS / WhatsApp
Send the signing link where the customer lives.
QuickBooks / Xero
Approved quotes drop into your books as estimates.
HubSpot
Quote status syncs to your CRM pipeline.