A quote that looks like a business, built in about a minute.
The quote scribbled on the back of a work order and the quote emailed as a clean PDF can carry the same price. Only one of them tends to get accepted. Standardising your own line items is the fastest version of this fix, because the pricing is already in your head.
What is actually in it.
- Your standard line items, priced once and reused on every quote
- A branded PDF the customer can read on a phone
- Optional and alternate lines, so you can quote good and better together
- A follow-up nudge at a timing you choose, so quotes stop going silent
- Accepted quotes carry straight into a job and then an invoice
- Every version kept, so you know what you quoted the Hendersons
How it runs
Every timing here is a setting inside the tool, not a result claimed on your behalf. Check them yourself the week you launch.
Built for these first.
Trades & contractors
Events & weddings
Auto & repair
Straight answers.
I price every job differently. Does this still help?
Usually yes, because even custom pricing is built from repeating parts: an hourly rate, a callout, materials at a markup. The catalogue holds the parts and you assemble the job. If your work genuinely has no repeating components, say so and I will tell you this is not worth building.
Can the customer accept the quote online?
Yes, that can be built in. Waypoint Ops does exactly this for snow contractors, including a typed signature and a signed copy to both sides.
Will it calculate my markup for me?
It will apply whatever markup rule you give it. It will not invent one. Deciding your margins is your job and I will not pretend software can tell you what they should be.
Why not just use an off-the-shelf quoting app?
Sometimes you should, and if one fits I will name it. The catch with general quoting apps is that they arrive with their own line-item structure, their own words and their own steps, so your quotes end up shaped around the app. A custom quoting tool starts from your own price list and the way you already quote, and has nothing in it you pay for but never use.
How is this different from a quote template in Word?
A template still needs you at a desk, and it does not remember anything. This holds your prices, builds on a phone, keeps every version, and can chase the follow-up. If a Word template genuinely covers you, keep it. That is a real answer.
What people usually add next.
Booking without phone tag
Customers pick a real slot. No back-and-forth, no double bookings.
How online booking worksNothing goes unanswered
An automatic reply while their interest is still warm, day or night.
How automatic replies workReview growth
A polite request that sends itself after the job, so asking is never awkward.
How review requests workA free system audit, and a working sample in one day.
Tell me the worst hour of your week. You get back a real working piece of the fix with your name on it — not a proposal, not a discovery call.