Estimating & Quotes

From enquiry to signed quote, without spreadsheets

Build accurate, professional quotes from guided questionnaires and a full quote builder, then send them for tracked client approval.

Guided quote wizards

Answer a structured set of questions about the job and the app produces a priced quote — no blank page to start from.

  • Dedicated wizards for loft conversions, extensions and renovation works.
  • Structured questionnaires capture the scope, specification and site details for each type of work.
  • Pricing is drawn from your own product catalogue and price settings, so quotes follow your rates.
  • Planning-lead estimates use matched templates so like-for-like enquiries get consistent pricing.

A proper quote builder

When you need full control, build the quote line by line with quantities, rates and markups.

  • Line items with quantities, unit rates and category groupings.
  • Pull items from your product catalogue, saved templates and bundles.
  • Take-off measurements link directly into quote lines.
  • Bill of quantities and cost breakdown tools for larger jobs.

Professional PDF quotes

Send clients a polished, branded document rather than a number in an email.

  • Branded PDF with cover letter, detailed breakdown and payment schedule.
  • Company letterhead, certifications and your own colour choices.
  • Version history so you can see how a quote changed over time.

Send and track approvals

Know where every quote stands instead of chasing replies.

  • Send quotes by email with a secure client approval link.
  • Clients view and approve the quote online — you see when it is viewed.
  • E-signature support for sign-off.
  • Quote status pipeline from draft through approved.

From quote to project

An approved quote is the start of the job, not the end of the paperwork.

  • Approved quotes can generate the project with phases ready to schedule.
  • Payment schedules carry through to invoicing.
  • Change orders price variations against the approved quote as the job progresses.

A note on pricing data

Quote pricing comes from your own catalogue, templates and rate settings inside the app. Nothing on this page is a price promise — set your own rates and they drive every quote.

Ready to see it in action?

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