Quotes the customer signs from their phone

What's inside

• Service menu + templates

  Build common quotes once as templates. New quotes start from a template; tech adjusts line items, labor hours, and parts on the truck. Stop building quotes from scratch every time.

  Benefit:Drop quote build time from 45 minutes to 5

• SMS-link delivery

  Customer gets a branded mobile-friendly quote page by SMS or email. Tap to view. Tap to accept. No PDF download. No email forwarding. No 'I never got that.'

  Benefit:30–50% faster acceptance vs PDF-by-email

• Electronic signature

  Customer signs the quote on their phone. Signature, timestamp, and IP address attach to the quote record forever. Disputes get resolved in seconds, not days.

  Benefit:Eliminate 'I never agreed to that' disputes

• Auto-convert to scheduled job

  Accepted quotes auto-convert to scheduled work orders with the line items, parts list, and labor hours intact. No double entry. No 'recreate the quote as a job.'

  Benefit:End the data-re-entry tax

• Change orders mid-job

  Job scope changes mid-work? Add a change-order line, customer signs by SMS before the work happens. Original scope, change, and final invoice all live in one record.

  Benefit:Protect 5–10% of revenue from uncharged scope creep

• Quote analytics

  Reporting shows quote-to-acceptance rate by tech, average ticket size, time-to-acceptance, and which line items get cut from approved quotes. Coach to the data.

  Benefit:Identify which quotes / techs / templates win at higher rates

Quoting questions