Simple 4-Step Workflow

From job request to approved quote in minutes

1

Setup Profile

Add your logo, company info, and pricing defaults once — they'll apply to every quote.

2 minutes
2

Enter Job Details

Fill in client info, job type, measurements, and any special requirements.

3 minutes
3

Generate Quote

AI builds scope of work, line items, materials, and pricing instantly.

5 seconds
4

Send & Get Approved

Send a branded quote link. Client reviews and approves online — you get notified instantly.

1 minute
Total: ~6 minutes to approved quote

What's included in each step

Company profile

Logo upload, business name, address, phone, license number, and default markup settings.

Job specifications

Client name, property address, job type, measurements, materials, and special instructions.

AI generation

Auto-calculated labor, materials, equipment, overhead, markup, tax, and total price.

Client approval

Secure quote link, mobile-friendly view, digital signature, and instant notification.

Designed by contractors, for contractors

We interviewed over 50 contractors to understand exactly how they quote jobs. This 4-step workflow reflects the most efficient path from job request to approved proposal.

No steep learning curve
Works on any device

"The workflow is so intuitive. I trained my whole team in under 20 minutes."

— Sarah Chen, General Contractor

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