Professional Quotes & Estimating Solutions
Quotes & Estimating Software | Convert Quotes to Jobs Instantly
The leading quotes and estimating software for contractors. Create professional quotes with parts and labor, send to customers for approval, and convert approved quotes to jobs in one click. Auto-calculate totals with tax and discounts, track quote history, and use job templates for quick quote generation.
Trusted by 3,000+ contractors • 14-day free trial • No setup fees
Why Choose Our Quote Management Software & Estimating Tools
Transform your sales-to-service workflow with professional quotes and estimating software
One-Click Conversion
Quotes to Jobs Instantly
Convert approved quotes to fully scheduled jobs with one click. All line items, pricing, and customer details transfer automatically.
Auto-Calculate
Tax, Discounts & Totals
Automatic calculation of line items, subtotals, tax amounts, discounts, and final totals. No manual math required.
Professional
Detailed Line Items
Add parts, labor, services, and custom line items with quantities, unit prices, and detailed descriptions.
14-day free trial
No setup fees
Cancel anytime
Complete Quote Management & Estimating Software Features
Everything you need to create, send, track, and convert professional quotes
Create Detailed Quotes
Build professional quotes with line items for parts, labor, and services. Add quantities, unit prices, descriptions, and notes for complete transparency.
One-Click Quote to Job Conversion
Convert approved quotes to scheduled jobs instantly. All pricing, line items, and customer details transfer automatically to the new job.
Auto-Calculate Totals
Automatic calculation of line item subtotals, quote subtotals, tax amounts, discounts, and final totals. Math errors eliminated.
Send Quotes to Customers
Send professional quotes directly to customers for review and approval. Track when quotes are sent, viewed, and responded to.
Track Quote Status & History
Monitor quote lifecycle from draft to sent, approved, rejected, or expired. Complete audit trail of all quote activities and status changes.
Job Templates for Quick Quotes
Use job templates to generate quotes instantly. Pre-configured line items, pricing, and descriptions speed up quote creation by 80%.
Quote Validity & Expiration
Set quote validity periods with automatic expiration tracking. Get notified when quotes are about to expire or need follow-up.
Tax & Discount Management
Apply tax rates as percentages with automatic tax calculation. Add discounts to quotes and see updated totals in real-time.
Mobile Quote Creation
Create and send quotes from any device, even offline. Mobile app with full quote management capabilities for field teams.
Complete Sales-to-Service Quote Workflow
1. Create Quote (Draft)
Add customer info, line items (parts, labor, services), set validity period, and let the system auto-calculate totals with tax and discounts.
- Add customer details
- Build line items with pricing
- Set quote validity period
- Auto-calculate totals
2. Send Quote to Customer
Send professional quotes to customers for review and approval. Track when customers view and respond to quotes.
- Professional quote presentation
- Email delivery with tracking
- Customer view notifications
- Quote status: Sent
3. Customer Approval
Customer reviews and approves the quote. System tracks approval status and handles rejections or expirations automatically.
- Approve → Status: Approved ✓
- Reject → Status: Rejected ✗
- Expires → Status: Expired ⏰
- Automatic status tracking
4. Convert to Job (One Click)
Convert approved quotes to scheduled jobs instantly. All quote details transfer automatically including pricing, line items, and customer info.
- Creates job with all details
- Transfers pricing & line items
- Links quote to job
- Quote status: Converted
Professional Quote Line Items & Pricing Management
Create detailed, itemized quotes with multiple line item types and automatic pricing calculations
Labor Line Items
Add labor with hours, rates, and descriptions. System calculates labor costs automatically.
- Labor hours tracking
- Hourly rate calculation
- Custom labor descriptions
Parts Line Items
Add parts with part numbers, names, quantities, and unit prices. Auto-calculate part costs.
- Part number tracking
- Quantity × unit price
- Part name & descriptions
Service Line Items
Add service line items with descriptions, quantities, and pricing. Perfect for package services.
- Service packages
- Flat-rate pricing
- Service descriptions
Auto-Calculations
All totals calculated automatically: line items, subtotals, tax, discounts, and final total.
- Line item subtotals
- Tax calculation
- Discount application
Quote Management Software for All Field Service Industries
Industry-specific quote templates and estimating tools tailored to your business
HVAC Quotes & Estimates
Specialized quote templates for HVAC services including system inspections, maintenance packages, installations, and repair estimates with parts and labor breakdowns.
Electrical Service Quotes
Complete electrical quote management with safety compliance, permit tracking, material lists, and labor estimates for all electrical services.
Plumbing Estimates
Comprehensive plumbing quote software with fixture pricing, labor rates, emergency service estimates, and installation quote templates.
Construction Estimating
Detailed construction estimates with material takeoffs, labor hours, equipment costs, and subcontractor quotes all in one system.
General Contractor Quotes
Flexible quote management for general contractors with multi-trade quotes, change order tracking, and comprehensive project estimates.
Maintenance Service Quotes
Maintenance quote templates with service packages, preventive maintenance plans, and recurring service estimates for all industries.
Quotes & Estimating Software FAQ
Common questions about quote management and estimating software
What is quotes and estimating software?
Quotes and estimating software helps contractors create professional quotes with detailed line items, send them to customers for approval, and convert approved quotes to jobs instantly. It includes features like auto-calculation of totals, tax and discount management, quote tracking, and job templates.
How does the quote to job conversion work?
When a customer approves a quote, you can convert it to a job with one click. The system automatically creates a new job with all quote details including customer information, pricing, line items (transferred to materials list), labor hours and rates, and links the quote to the job for reference.
What types of line items can I add to quotes?
You can add four types of line items: Labor (with hours and hourly rates), Parts (with part numbers, names, quantities, and unit prices), Services (for package services with flat-rate pricing), and Other (for custom line items). Each line item automatically calculates subtotals based on quantity × unit price.
Does the software auto-calculate quote totals?
Yes! The system automatically calculates all totals: line item subtotals (quantity × unit price), quote subtotal (sum of all line items), tax amount (subtotal × tax rate / 100), and final total (subtotal + tax - discount). Calculations update in real-time as you add or modify line items.
Can I use templates to create quotes faster?
Absolutely! You can create quote templates (job templates) with pre-configured line items, pricing, and descriptions. When creating a new quote, simply select a template and all line items are added automatically. This speeds up quote creation by 80% for common services.
How do I track quote status and history?
Quotes move through statuses: Draft (being created) → Sent (delivered to customer) → Approved/Rejected/Expired (customer response) → Converted (changed to job). The system tracks all status changes with timestamps, providing a complete audit trail of quote lifecycle and history.
What happens when a quote expires?
When you create a quote, you set a validity period (e.g., 30 days). If the customer doesn't respond before the expiration date, the quote automatically changes to "Expired" status. You'll receive notifications before quotes expire so you can follow up with customers.
Can I create quotes on mobile devices?
Yes! Our mobile app includes full quote management capabilities. You can create quotes, add line items, send to customers, and convert to jobs from any device - even offline. Perfect for creating quotes on-site during customer consultations or field visits.
Is there a limit on the number of quotes I can create?
No! You can create unlimited quotes with unlimited line items. There are no restrictions on the number of draft, sent, or approved quotes. All quotes are stored with complete history for future reference and reporting.