Why teams use it
Quotes go out same day
Build from templates and your price book, in the office or from the van, and send for approval immediately.
Nothing stalls unseen
Track every opportunity and open quote by stage, value and owner so follow-up actually happens.
Approval becomes work
An accepted quote converts to a job with scope, pricing and site context carried through.
How it works
Win more work with a pipeline and quoting flow that feeds straight into delivery.
- 1Log the opportunity against the customer
- 2Build the quote from your price book
- 3Send for approval and capture acceptance
- 4Convert to a job and schedule it
- 5Invoice against the agreed quote
Frequently asked questions
See sales & quoting in action
Walk through it with our team on your own data - or start free with five users, forever.
Explore more of the platform
CRM & Customer Management
One record for every customer, contact and site - with full history behind it.
Job Management
Work orders from creation to completion, with costs captured as they happen.
Scheduling & Dispatch
Get the right technician to the right site with the least drive time.