Quoting
One measurement, priced three ways.
You measure once. The customer sees what they are choosing between, picks one, and that column becomes the agreement — with your name, your logo and your prices on it.
Your units, not ours
Squares, linear feet, fixtures, tons, or nothing at all for flat-rate work. What a job is measured in is something you set up once, and the quote form then asks for exactly those quantities and nothing else.
Good, better and best from one number
A line can be bound to a measurement rather than carrying a fixed quantity, so a footage typed once prices out across every option at a different rate. That is the whole ergonomic point: one input, three columns, no arithmetic done twice.
A PDF that looks like your business
Your logo, your business name and your contact details on the document itself — not a template with a vendor’s badge in the corner. The same branding carries onto the contract and the invoice.
It moves through your pipeline
A quote is attached to a customer at a stage you named, and moving that customer along is what triggers whatever you configured to happen next.
The decision behind it
Editing your prices cannot change a quote you already sent
When a quote is built, the catalogue is read once and the resulting labels, quantities and unit prices are written onto the quote itself. From that moment the price list is never consulted again for that quote.
That costs something and it is worth naming: raising a price does not update quotes already out, so a stale quote stays stale until you rebuild it. The alternative is worse by a distance — a customer opening a link you sent last Tuesday and finding a different total, or a signed agreement whose figures moved because somebody edited a price list on an unrelated afternoon.
What this does not do
- No inventory or truck stock. This prices work, it does not count parts.
- No supplier catalogue import — the price list is yours, typed or pasted in.
- No measurement taken off plans or aerial imagery. You measure; this prices what you measured.
Questions
Can I quote work that is not on a fixed price list?
Yes. A quote can carry one-off lines typed on the spot, with their own label, unit and price. The catalogue is there so the common work is one click rather than the only work you can quote.
Do I have to offer three options?
No. One option is a perfectly ordinary quote and is what most jobs get. The column structure exists because presenting a choice tends to move the conversation from whether to buy to which one, not because every job needs it.
What happens to quotes I wrote before I changed my prices?
Nothing. They keep the figures they were written with, permanently. If you want a quote to reflect a new price you rebuild it, which is a deliberate act rather than something that happens to a document a customer is holding.
The rest of it
Contracts and e-signature
Signed from the driveway, and frozen the moment it is.
Follow-up
The quote that went quiet, chased before you remember it.
Scheduling
Book it, move it, and tell the customer.
The field app
For the person standing in the crawlspace.
Recurring work
The visit in six months, remembered without you.
Switching CRMs
Bring five years of customers in from a spreadsheet.
Job costing
What the job actually made, not what you guessed it would.
AI access
Ask it what is owed. Watch what it is allowed to touch.
Or start from your trade
See it against one real job
Fourteen days, no card. Put a job you already know through it and judge it on that.