How it works
- Build a quote and save Good, Better and Best alternatives if useful.
- Record the chosen quote as a fixed job baseline. This records your figures, not a customer signature.
- Create a work order and record changes as draft or manually approved.
- Issue progress invoices or generate a final invoice for the amount not already billed.
- Compare actual job costs with the budget and prepare a purchasing list or supplier comparison.
Keep working figures private
Customer documents omit internal costs and profit. Purchasing, bid comparisons and closeout reports are clearly labeled for internal business use. Editable project backups contain working figures and should be kept privately.
Honest limits
You supply scope, dates, quantities, prices, tax treatment, approvals and payment records. The tools do not send invoices, verify payments, obtain signatures, determine tax compliance, approve designs or replace accounting or legal advice. Unknown actual costs and unpriced materials remain marked as unknown.
Start with the quote calculator · Separate $29 Project Pack for combined calculator reports