A job enquiry comes in through the assistant. You open it, pick line items from your price list, and send a quote the customer can open on their phone and accept. No accounting software, no PDF wrangling.
Trades and service businesses that quote per job: electricians, plumbers, builders, landscapers, mobile mechanics, cleaners.The job details a customer gave the assistant are already in the request. You are pricing, not re-typing.
Saved line items with rates and units, so the second quote for the same kind of job takes under a minute.
The customer opens a link, sees the quote, and accepts. You get told immediately and the quote is locked.
No. This is quoting, not bookkeeping. Tax handling, invoice numbering and reconciliation belong in Xero, MYOB or QuickBooks, and we would rather export to them than compete with them badly.
No. An accepted quote is a record that the customer agreed to a price; a compliant invoice with tax handling and numbering belongs in Xero, MYOB or QuickBooks. We would rather export to them later than do it badly now.
Not yet, for the same reason: paying money into your account needs a payment setup we have not built. The quote records the acceptance; you invoice and collect however you do today.
Free plan, no card required. You will know within ten minutes whether it is useful to you.
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