Line-item quote builder
Same pricing engine as orders: services, materials, body-type surcharges, extras, discounts. What the customer sees on the quote is what they owe on the invoice.
No surprise bill. No 'that's more than you said.'
Every quote uses the same pricing engine as the work order, so the number on the proposal is the number on the invoice. Sign, deposit, and book — all on one tokenized link.
Each capability below is a real, shipping piece of the product — with the reason it matters in a working shop, not just what it does.
Same pricing engine as orders: services, materials, body-type surcharges, extras, discounts. What the customer sees on the quote is what they owe on the invoice.
No surprise bill. No 'that's more than you said.'
Customer signs on device or via a tokenized URL. A signed quote locks the price in.
The Saturday verbal yes becomes a contract — without lawyers.
Draft, sent, accepted, declined, converted. Move through the funnel; reports break down by stage.
You see the 30 quotes in flight instead of scrolling an inbox.
Set a due date on the quote. After the date, it's clearly expired — no argument about last month's price.
Protects margins when materials cost more next month.
Capture a deposit at the moment of acceptance. Balance due carries through to the resulting order.
Locks the calendar slot. Ends no-shows after a full week of holding the bay.
An accepted quote becomes a work order in a click. Line items, pricing, customer, and vehicle carry over.
Zero retyping between the yes and the bay.
Branded PDF quote, sendable by email, SMS link, or saved file.
Feels like a real proposal, not a text message with numbers.
Clean out expired or declined quotes in bulk.
The quote list stays the live list.
The modules that touch this one most directly. They share records and push data back and forth so you don’t have to.
Every service, material, and surcharge lands on one record — from assignment to paid.
Whichever way a customer pays, the money lands on the same order.
A public booking page + a lead pipeline that auto-matches customers and vehicles.