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Features · Estimates & quotes

The quote that closes in the driveway.

Good, better, best. Assembled from your own price book while the tech is still standing there, with photos that show the work and a signature that turns the diagnosis into a job before the lead goes cold.

Estimates & quotes

  • Tiersgood · better · best
  • Sourceyour price book, live
  • Approvalsigned on their phone
  • SinceApr 2025 · shipped
In Core today. One posted price, unlimited people, and the roadmap in its own words.

Why it matters

The argument, in three rows.

  • Built from your book

    Parts, labor, and accessories come from the same price book everyone quotes from, so the number the customer hears never depends on which truck showed up.

  • Options beat ultimatums

    A tiered proposal turns take-it-or-leave-it into a choice. The customer picks a tier instead of deciding whether to trust the only number on the page.

  • Signed before the truck leaves

    E-signature on any device, deposit collected at approval, and the accepted proposal becomes a scheduled job. Same visit.

Move the money

The money follows the work.

Quoted from the book, billed from the job, collected on the drive. The cash loop runs on the same record as the day.

Up close

How it runs.

  • 01

    Show, don’t argue

    Photos of the failing unit, the comparison between options, the before-and-after from a similar job. Embedded in the proposal, not described over the phone.

  • 02

    Multi-phase and commercial

    Break big work into phases with alternates; each approved phase converts to its own job plan. Approval routing covers the facility-manager case.

  • 03

    Margin guardrails

    The margin is visible while the proposal is built, so discounting is a decision, not an accident.

On the roadmap

What is still being built. In its own words.

  • Automated follow-ups on open estimates

    Planned

  • Supplier API integrations

    In development

  • Product importer

    In development

The full roadmap →
  • Can I standardize templates?

    Yes. Reusable branded templates with recommended options, so every proposal starts from the shop’s standard instead of a blank page.

  • What about multi-phase jobs?

    Break the proposal into phases and alternates; each converts to a separate job plan when approved.

Start

One bill. Every module.

$99 / company. Unlimited people. Plus metered usage. $15 included each month. Nothing on this page is a tier.

Coming from a suite? We’ll extract your records.

Rather talk first? Email the team.