How it works
Designed for daily trade operations
A simple workflow your office and engineers can adopt quickly.
Good/Better/Best quote options
Online send and acceptance flow
Quote lifecycle tracking from draft to accepted
Outcomes
What teams improve with this feature
Practical gains reported by busy trade teams after replacing manual admin loops.
Faster handoff from office planning to engineer execution.
Cleaner communication history for customer-facing updates.
Less rework caused by missing context across systems.
Higher confidence in quote-to-cash progression.
Related features
Keep exploring your lead-to-paid workflow
These capabilities are often adopted together.
job scheduling software for trades
Job Scheduling & Dispatch
Plan daily jobs, assign engineers, and keep office and field teams aligned with a single dispatch view.
View featureonline quote acceptance
Online Quote Acceptance
Let customers review and accept quotes online, with clear status tracking from sent to seen to accepted.
View featureinvoice reminders software
Invoicing & Payments
Convert completed work into invoices, send payment links, and reduce overdue balances with reminders.
View featureFAQ
Questions about Trade Quotes
Can customers accept quotes online?
Yes. Quotes can be sent with an acceptance page and signature capture.
Can we save quotes without sending immediately?
Yes. Teams can save drafts, review, then send when ready.