Custom quoting software for contractors who are tired of Word and Excel bids

We build quoting tools that match how you price jobs—materials, labor, markups, revisions, and approvals—without fighting a generic template.

If every estimator has their own spreadsheet template and final bids live in Word, you are not slow because people lack skill. You are slow because nothing is connected to CRM, scheduling, or invoicing.

Diagnose My Workflow

What breaks today

The pain we hear on almost every intake

Estimates rebuilt from scratch every time

Similar jobs should start from proven templates—but copy-paste errors creep in.

No visibility into outstanding bids

Ownership cannot see which quotes are aging or which follow-ups slipped.

Won quotes that do not become jobs cleanly

Scope details stay in the PDF; crews get a verbal summary and change orders stack up.

What we build

Focused deliverables—not a vague retainer

Quote builder with your line items and markups

Materials, labor rates, tiers, and optional upsells structured—not buried in cells.

Version history and approval rules

See what changed between revision 2 and 3; require sign-off over threshold amounts.

Customer-ready PDFs plus internal job records

Send the bid; when they say yes, job scope flows to scheduling without re-entry.

How we work

One workflow, one milestone, expand from proof

Capture how estimators actually build a bid

We watch real quotes—not ideal process diagrams.

Ship templates for your most common job types

Roof replacement, service call, commercial bid—start where volume is highest.

Link wins to CRM and job tracking

Quoted amount, scope, and attachments travel with the job.

Questions

Straight answers

Yes. Customer-facing output can mirror your brand and layout while the backend stays structured data.

We can pull from spreadsheets, APIs, or vendor feeds depending on what you have today.

We design for where estimates happen—often mobile in the field or tablet on site walks.

Core quoting with templates and PDF output often ships in 6–10 weeks; integrations add time.

We can integrate or gradually replace the quoting piece when the gap is costing you bids.

Diagnose one workflow. Get a bounded recommendation.

Answer a few targeted questions about one bottleneck and we’ll tell you whether a small first milestone is justified—usually around $2k–$20k depending on scope.

Scope-Lock Satisfaction Guarantee

Scope-Lock Satisfaction Guarantee: if the milestone does not match what we scoped, we keep working free until it does—or refund it if we miss after you hold up your end.