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None
Use a descriptive inclusion, exclusion, or scope note without adding an individual price.
Turn the call into an approvable quote.
Bring the client name, address, pricing, and service details forward from the conversation, then send a professional proposal in a few clicks—while the opportunity is still engaged.
- Call details carried forward
- Mobile approval and signature
- Complete view and decision history
Complete call-to-quote workflow
Recorded details become a reviewed scope, a mobile approval experience, and a finished document in one connected workflow.
The complete quote lifecycle
Follow the real path from the call to a fast proposal, client approval, decision history, and the next operational record.
9 connected stages
01 / Call context
Start with what the client already told you—and the price already discussed.
Select the lead and the quote begins with the conversation still attached. Contact details, the service address, call summary, and discussed price move forward without another round of data entry. When the quote has no starting total yet, the matching call price is ready to apply and review.
- Client
- Name, phone, email, and service address
- Conversation
- Requested work, call summary, and price discussed
- Handoff
- The source call stays attached to the quote for review
Use the left and right arrow keys to change screenshots. On a touch screen, swipe horizontally. Activate a screenshot to open its expanded view.
The current quote begins with the generic client, property, discussed price, and reviewed call summary before the team completes the scope.
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02 / Draft scope
Turn a short brief into a complete scope.
Load a proven template or describe the project in a few sentences. AI can draft the scope alone or include optional and priced line items, while your team reviews every word before it becomes client-facing.
Move while the opportunity is still warm.
Starting with the call context, a saved template, and an assisted scope draft helps the team get a professional quote out in a few clicks—before the potential client has time to keep shopping. Your team still reviews the title, written scope, services, images, terms, and internal notes.
01 / Draft and review
Start from the reviewed call context, then refine the project title, generated scope, services, images, and line-item behavior.
02 / Preserve the approved result
The client view records who approved the quote and when while retaining the complete scope that was accepted.
03 / Line items
Decide what is information, optional, recommended, or required.
Give every service the behavior it needs. The client sees a clear starting total and can make supported choices without losing the scope behind the price.
02
Required
Include the priced service in every version and in the approved total.
03
Optional
Show the client a priced choice without adding it until they select it.
04
Selected
Recommend and preselect the item, include it initially, and still let the client remove it.
Base total
One reviewed price for the complete scope
Auto from items
Required and Selected items total automatically
Core + choices
Required work with clearly separated options
Use the left and right arrow keys to change screenshots. On a touch screen, swipe horizontally. Activate a screenshot to open its expanded view.
Stack percentage and flat-dollar discounts, then verify the recalculated quote total before sending.
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04 / Discounts
Shape the offer without hiding the math.
Add more than one discount, mix percentage and flat-dollar reductions, and verify the resulting price breakdown before the quote leaves the office. Each adjustment stays visible in the total instead of disappearing into a rewritten scope.
05 / Payment policy
Choose the payment behavior before the client approves.
Encourage cash, check, Zelle, or ACH with a discount, or pass the configured card-processing cost through transparently. The same base amount makes the tradeoff easy to understand.
Cash / ACH discounts
Fees for cards
Cash / ACH discounts
Reward lower-cost payment methods with a clearly disclosed discount while card pricing stays at the quoted total.
Fees for cards
Keep the base quote intact and disclose the configured card or online-processing charge before approval.
One policy at a time
Choose the approach that fits the business. The client sees the active policy instead of two competing calculations.
06 / Send and remind
One link for the phone, the PDF, and the follow-up.
Send the quote by SMS or email. The same link opens a readable mobile proposal and a polished printable PDF, while scheduled reminders keep an open quote moving without the team rebuilding messages by hand.
- Turn reminders on or off per quote
- Customize the follow-up schedule
- Stop pending reminders after a completed status
- Keep reminder history available for audit
Use the left and right arrow keys to change screenshots. On a touch screen, swipe horizontally. Activate a screenshot to open its expanded view.
The client receives a clean first page with the property and written scope organized for review before pricing and approval.
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Scroll through the workflow
3 views
Mobile workflow
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Report or document
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Report or document
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Tap any view to expand it, then use the controls or swipe between the full-screen screens.
Use the left and right arrow keys to change screenshots. On a touch screen, swipe horizontally. Activate a screenshot to open its expanded view.
The same phone screen selected for the approved quote card keeps the total, signature, verification context, and finished-document actions together.
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Scroll through the workflow
1 views
Mobile workflow
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Tap any view to expand it, then use the controls or swipe between the full-screen screens.
07 / Approval
Capture the decision inside the quote.
The client reviews supported options, confirms the final total, and signs without a separate document handoff. The approved version is preserved as a permanent snapshot and the payable invoice stays connected.
Approval is the event that closes the reminder loop and opens the operational one.
08 / Analytics
See the path to approval, not just the final badge.
Follow the client views that came before the decision, then open the visit that produced the signed approval.
Use the left and right arrow keys to change screenshots. On a touch screen, swipe horizontally. Activate a screenshot to open its expanded view.
Six compact metrics leave room for the permanent signed snapshot and the start of the client view history in one phone screen.
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Use the left and right arrow keys to change screenshots. On a touch screen, swipe horizontally. Activate a screenshot to open its expanded view.
The earlier client views lead directly to the marked approval event, with location, provider, and device context preserved.
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What the trail records
- Total, unique, client, web, and PDF views
- Permanent signed document snapshot
- The exact visit that approved the quote
- Approximate location and service provider
- Browser, device, and IP context
09 / Continue the work
Turn an approved quote into the next record.
Continue into billing or field work from the same quote. The client, approved scope, and related records remain visible instead of becoming separate islands of information.
- Invoice
- Carry the approved work and total into final billing.
- Assessment
- Start or reopen the field record from the same client.
- Job
- Move the scope into operations and technician work.
- Technician
- Assign responsibility without rebuilding the record.
Use the left and right arrow keys to change screenshots. On a touch screen, swipe horizontally. Activate a screenshot to open its expanded view.
Sent and paid invoices stay distinguishable from the phone, with the balance and client activity visible before opening the record.
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See your workflow, connected.
Bring the way you work today. We’ll show you what connects, what can be automated, and where the platform removes duplicate work.
0130-minute personalized walkthrough
02See pricing for your team size
03No obligations or pressure
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