CUSTOM INVOICING & QUOTING SYSTEMS

Quote in 3 Minutes.Invoice Automatically. Get Paid Faster.

From contractors and auto shops to dental clinics, law offices, and medical practices — if your business runs on quotes, estimates, or engagement letters, we build the system around your exact workflow. Cut quote time to under 3 minutes with better accuracy and a more professional result.

Starting at $3,000 setup + $197/mo

Payment plans available, as low as $247/mo to start
THE QUOTE TAX

How Much Time Are You SpendingOn Paperwork?

If you send 10 quotes per week:

Manual process20 min × 10 = 200 min/week
With our system3 min × 10 = 30 min/week
Time saved170 minutes every week
Per year147 hours saved
At $75/hr value$11,025/year

That’s what slow quoting costs you.

Quotes That Look Unprofessional

A handwritten quote or a plain Word doc doesn’t instill confidence. Branded, itemized quotes close faster because they signal you take your business seriously.

Manual Math = Manual Errors

Every manually calculated quote is a chance to underprice a job or miss a line item. A system that auto-calculates margins, labor, and materials never makes math errors.

No Follow-Up on Sent Quotes

Most businesses send a quote and wait. Our system auto-follows up if a quote isn’t accepted within 48 hours, capturing jobs you would have otherwise lost.

THE PROCESS

From Job Description to Paid Invoice.

01

You describe the job

Voice note, quick form, or text input. The system does the rest.

02

System builds the quote

Auto-fills materials, labor rates, and margin. Branded PDF generated instantly.

03

Customer receives and approves

Quote sent via email or SMS. Customer approves with one click.

04

Invoice auto-generated

When job is complete, invoice is created from the quote. Payment link included automatically.

USE CASES

Built for How You Work.

Automotive Shops

Mechanic completes inspection, dictates findings into the system. Branded estimate sent to customer in 90 seconds. Customer approves via text.

Time saved: 15 min per estimate

HVAC & Plumbing

Technician on-site enters job details on mobile. Quote generated with parts, labor, and optional upgrades. Presented to homeowner immediately.

Time saved: 20 min per quote

Roofing & General Contractors

Project manager enters measurements and materials from site visit. Full proposal with photos, scope, and payment terms generated in minutes.

Time saved: 45 min per proposal

Dental & Orthodontic Practices

Treatment plan entered post-exam. Patient receives a branded itemized estimate broken out by procedure with insurance coverage and patient responsibility. Approve and schedule in one tap.

Time saved: 20 min per treatment plan

Law Offices & Legal Practices

Intake captures matter type and scope. System generates a fixed-fee or retainer engagement letter with payment terms and trust account routing. Sent for e-sign before the consult ends.

Time saved: 30 min per engagement

Medical & Specialty Clinics

Procedure quotes for non-covered or elective services. Itemized cost breakdown, financing options, and patient responsibility totals delivered to the patient portal in under a minute.

Time saved: 15 min per quote

Accounting & Bookkeeping Firms

Service-tier proposals with monthly retainer pricing, scope of work, and engagement terms. Auto-generated for new client onboarding and annual renewals.

Time saved: 25 min per proposal

Cleaning, Landscaping & Field Services

Quote based on square footage, frequency, and add-ons. Recurring invoices auto-generated on the service schedule. Late payment reminders fire automatically.

Time saved: 10–20 min per quote

Any Quote-Based Business

Painting, moving, electrical, photography, consultancies, agencies. If you build quotes manually, this system pays for itself inside 60 days.

Time saved: 10–20 min per quote
WHAT YOU GET
Custom quote builder with your service catalog and pricing
Branded PDF quote generation
SMS and email delivery to customers
One-click approval for customers
Auto-invoice generation on job completion
Payment link integration (Stripe)
Quote follow-up automation (48hr)
Mobile-friendly for field use
Admin dashboard: see all quotes, status, and conversion rate

Starting at

$3,000

setup

$197

per month

Monthly fee covers hosting, updates, and Stripe integration fees.

Payment plans available

Get My Free Audit

Faster Quotes. Fewer Errors. More Jobs Closed.

Professional quotes close faster. Automated follow-ups capture more jobs. And you get 3+ hours back every week.

Built around your pricing. Your services. Your workflow.

COMMON QUESTIONS

Things People AskBefore They Sign.

READY TO START

Stop Losing Revenue to Manual Processes.

The audit is free. 15 minutes. We find your three biggest leaks and tell you exactly how to fix them.

Payment plans available