For service teams of 1–50
Quote from your price book in three taps
Three taps. Not forty fields.
- Price book prices, not typing
- Terms picked per quote
- Customer approves a link
The problem, in three lines
Quoting at 11pm after a full day. Retyping prices you already know. Sending a revision nobody agreed to.
How it works
Pick from your price book. Pick a terms template. Send the link.
The customer sees a version number and the total that belongs to it, and approves that version. Change a price later and they are told, in writing, what changed — the acceptance stays bound to what they actually saw.
What you get
- Price book items with your own units and rates
- Estimate templates that carry a service type
- Terms templates, chosen per quote or invoice
- Locked totals per version
- A deposit against the version the customer approved
- One click from an accepted quote to a scheduled job
Who it is for
Service teams of 1–50 whose owner still writes the quotes.
Questions
Can I use my own terms?
Yes — save them as templates and pick one per quote or invoice.
What happens when I change a price after sending?
The customer is told what changed, and the earlier acceptance remains attached to the version they approved.
Can the customer pay a deposit?
Yes, by card, against the version they approved.