Quotes go out same day
Build from templates and your price book, in the office or from the van, and send for approval immediately.
Why teams use it
Nothing stalls unseen
Track every opportunity and open quote by stage, value and owner so follow-up actually happens.
Log the opportunity against the customer
Build the quote from your price book
Send for approval and capture acceptance
Approval becomes work
An accepted quote converts to a job with scope, pricing and site context carried through.
Quoting status
Invoice against the agreed quote
How it works
One platform. Connected workflows.
Win more work with a pipeline and quoting flow that feeds straight into delivery.
Step 1
Log the opportunity against the customer
Step 2
Build the quote from your price book
Step 3
Send for approval and capture acceptance
Step 4
Convert to a job and schedule it
Visibility by default
Know what is happening without chasing the field.
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.
Operational view
Quoting activity
Log the opportunity against the customer80%
Build the quote from your price book58%
Send for approval and capture acceptance36%
Next action
Log the opportunity against the customer
Visible to the office, field team and customer.
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.