A quote app that turns a site visit into a signed contract. Materials priced from your live supplier feed, labour from your rate card, margin from your policy. PDF generated, e-signed, deposit collected. We integrate Stripe, DocuSign, Xero.
Materials, labour, margin — built into a quote your customer signs the same day.
Operator visits site, captures dimensions, photos, voice notes. App parses voice into line items where possible. The quote starts to write itself before they're back in the van.
Selco, Travis Perkins, Toolstation, Howdens — your supplier prices live in the app. The quote uses today's price, not last quarter's. Marked up by your rule.
Labour estimated by skill (sparky, plumber, joiner) and by hour. Day-rates configurable per band. The quote shows breakdown if the customer wants — and hides it if they don't.
Live margin calc. If the operator types a number that drops the job below floor margin, the form blocks. Override allowed, logged. No more accidental loss-leaders.
Quote rendered as a brand-consistent PDF, sent via DocuSign, signed in the customer's inbox. Deposit collected through Stripe in the same flow. The job starts on signature, not on phone tag.
Live: win rate by job type, by quote size, by operator, by margin. The losses get a reason. The trends drive the next pricing change — with data, not anecdote.
An electrical contractor was quoting from Excel templates, with prices six months stale and margin guesstimated. Win rate: 28%. Average quote-to-cash: 19 days. We shipped a quote app integrated with their suppliers and Xero. Three months in: win rate 51%, quote-to-cash 6 days, three jobs caught at floor-margin block before send.
How we measure: Win rate measured per quote sent (n = 124 pre, 142 post), quote-to-cash measured from site visit to deposit cleared, margin variance measured against ledger after job-cost reconciliation.
Most-relevant verticals — but the same shape works for adjacent ones.
We integrate your suppliers, wire your rate card, ship the e-sign.