Quote parts and labor, convert the quote to a sale in one click, and send the receipt by email or text.
Part of the $79/month plan, with unlimited users. 30 days free; a card is required at signup.
Build quotes from your equipment, parts and service catalog, then print or export them.
Convert the quote to a sale on site and send the receipt by email or text before you leave.
Each quote shows whether it is a draft, sent, accepted, rejected, expired or converted.
Put equipment, coils, motors, capacitors and filters and your labor on one quote, with a valid-until date. Print the quote or export it.
Each quote is marked draft, sent, accepted, rejected, expired or converted, so open quotes stay visible.
Convert a quote and the sale opens at the register with its items and customer filled in.
Sell equipment, coils, motors, capacitors and filters from your stock and installs, repairs and service calls from your service catalog on the same sale.
Send the receipt from the sale by email or text; extended warranties are listed on it.
Put a sale on account for an approved business customer, bill another business as the payer with its PO number, and email PDF statements.
Add the customer, the parts and the labor, then print or export the quote.
Mark the quote accepted when the customer says yes.
The sale opens pre-filled; add anything that changed on the job.
Take payment and send the receipt by email or text.
Every quote is saved with the customer and its status.
Converting a quote fills in the sale, so nothing is typed twice.
PO numbers on the sale and statements for accounts that pay later.
$79/month per business, billed monthly, with unlimited users.
The first 30 days are free. A card is required at signup and the first charge is on day 31.