Quotations
Quotes that draw on the live record.
The information you need to price the next job is already on the record: what was done, what it took, and what it cost in time and materials. Quotations will let you build a quote straight from that, keep your rates in one place, and send a branded document you can actually track, instead of starting from a blank spreadsheet every time.
Coming soon · on the roadmap, not yet live
What you get
What it will do
Priced from the record
Draft a quote from the measurements, materials and labour already captured on the project, instead of re-keying it from memory.
A rate library, per client
Keep your rates in one reusable place, tuned per client where you need to, so pricing is consistent and quick.
A branded PDF
Produce a clean, professional quotation in your own colours and logo, ready to send.
Sent, viewed, accepted
Track the status of every quote so you know what to chase and what has been won.
On the same record
Quotes live alongside the diary, photos and meetings for the job, not in a separate silo you have to reconcile later.
Searchable and yours
Find any past quote in seconds, reuse it, and export everything whenever you want it.
How it works
How it will work
Start from the job
Pick the project and pull in the measurements and materials already captured.
Apply your rates
Your rate library fills in the pricing; adjust anything you need to.
Send a branded quote
A professional PDF in your branding, out the door in minutes.
Track the outcome
See when it is viewed and mark it won or lost, all on the record.
A quoting aid, not a QS. It will speed up everyday quotes and keep them tied to the evidence; it will not replace detailed commercial judgement on complex work. It is on the roadmap, not live yet, and we will tell you the moment it is ready.
Want to quote from the record?
Tell us how you build quotes today and where the time goes. It shapes what we ship first.