Win the work
Move from scope to approval in one guided flow
Build a quote from the price book, include optional work, send a secure link, capture approval and signature, and collect a deposit.
Price from the book
Consistent pricing on every quote
Line items pull from your price book with cost, markup, and tax — plus optional add-ons the customer can select.
Approve anywhere
Approval, signature, and deposit in one link
Customers review the exact scope, sign on any device, and pay the deposit without another office handoff.
Convert
Approved scope becomes the job
Quote-to-job conversion carries the line items, customer, and property straight onto the board.
Capability
What the workflow includes
- Price-book line items, cost, markup, and tax
- Optional add-ons and customer selections
- Secure approval, e-signature, and change requests
- Deposit collection and quote-to-job conversion
How it moves
One path, four handoffs
- 01
Price
Build the scope with reusable services and clear totals.
- 02
Send
Share one secure customer link.
- 03
Approve
Capture selections, consent, signature, and deposit.
- 04
Convert
Carry the approved scope into the job.
One connected system
It doesn’t work alone
Quotes & estimates shares records with client crm, price book, contracts and the rest of the platform — one login, one customer record, one operating loop.
Put quotes & estimates inside the same operating loop.
Start with the core workflow today, then add operational depth as your crew grows.