Price it right, every time
Set accurate prices every time using your saved products and services. Instead of rebuilding items from scratch on every quote, pull from what's already set up, apply it in seconds, and know the numbers are consistent across every estimate you send out.
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Turn a quote into a proposal
Organise services and products into packages so the customer sees a structured proposal, not a list of unexplained numbers. Group what naturally belongs together, apply it in one move, and give the delivery team a clear scope to work from once the estimate’s approved.
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From estimate to job in seconds
Once approval's in, turn estimates into jobs or invoices in seconds. No re-entering data, no starting over. Take single lines or entire packages across as needed, and exclude anything that isn't relevant, so only what's approved carries forward into the next stage.
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See what wins the work
Mark an estimate approved or rejected, note who made the call and why, and the decision stays with it. See which items or packages became jobs and what’s been invoiced, giving you full traceability. Review past estimates and the patterns emerge, showing what’s winning work, what’s costing you it and where to sharpen up.
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