How a quote works
- Open the unit you're working on. Start a new quote from it.
- Enter the house details: square footage, stories and insulation.
- Add up to five line items under Good, Better and Best.
- Send one link by email, or by text if you've connected a Twilio number.
- Your customer opens the link on their phone and picks an option. No account. No app.

What your customer sees
One simple page with three options and one button under each. They can also say none of them work. You see their choice right away.

After they say yes
Schedule the job from the same quote. Pick a date and a tech. When the job is done, one click turns the quote into an invoice. Nothing gets retyped.
Quote lines can also come from your parts list. Accepting the quote takes those parts out of your stock count.
What it doesn't do
- It records the load-calc inputs with the quote. It doesn't run a Manual J calculation for you.
- The customer accepts by tapping a button. There's no drawn signature.
- It doesn't offer customer financing.