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Financial

Win more work with quotes that go out same day

Build accurate estimates from reusable pricing, send them branded, and convert accepted quotes into live jobs with one click.

  • Faster turnaround
  • Higher win rate
  • No unbilled variations
Mobile app view of a job assessment estimate form with trade, pricing type, title, and scope of work.
Overview

Professional estimates from desktop or mobile

Create and share professional estimates from anywhere, with customisable versions, detailed job assessments and full cost breakdowns for new and existing customers.

Accepted estimates convert straight into scheduled jobs — nothing is re-keyed and nothing is lost between sale and delivery.

  • Versioned quotes with full cost breakdowns
  • Cost-code library for fast pricing
  • Build and send from the field
  • One-click conversion to a live job
Business benefits

What it changes for the business

The operational and financial difference contractors see once this is running.

Faster

Faster turnaround

Reusable pricing and cost codes help your team build and send estimates without rebuilding the same line items each time.

Clearer

Higher win rate

Clear scope and detailed pricing give customers a proposal they can review confidently, helping your team move the conversation toward acceptance.

Safer

No unbilled variations

Capture scope changes and their costs against the job so approved extras stay visible when it's time to prepare the bill.

Feature highlights

Inside Estimates / Quotes

The parts of this module your team will touch every single day.

Reusable price books

Labour rates, materials and assemblies ready to drop into any quote.

One-click conversion

Accepted estimates become scheduled jobs without re-keying anything.

Change orders tracked

Variations are captured, approved and billed — not absorbed.

Workflow

Where this fits in the job lifecycle

Information moves in one direction — forward — with no re-entry between stages.

  1. Step 1

    Site assessment

    Captured on mobile

  2. Step 2

    Estimate built

    Cost codes and margin

  3. Step 3

    Sent to customer

    Branded PDF

  4. Step 4

    Accepted

    Version locked

  5. Step 5

    Job created

    Straight to the schedule

Frequently asked questions

Still unsure? A 30-minute demo answers most of it.

See it live

Run Estimates / Quotes on your next job.

Book a live demo with someone with someone who has actually run jobs.