How It Works

Six steps. From the truck to the bank.

Sign up on the web. Run your business from your phone.

Step 01
Sign up

Sign up

Create your account in 30 seconds. No credit card. 14-day free trial.

Step 02
Set up your business

Set up your business

Add your name, logo, and address. Every quote you send looks exactly like this.

Step 03
Download the app

Download the app

Install on every field tech's phone. Crews quote from the truck, you monitor from anywhere.

Step 04
Sign in with the same account

Sign in with the same account

One account, every device. Whatever your team records syncs to your dashboard instantly.

Step 05
Record the job in the field

Record the job in the field

Tap the mic. "Quote for John, $500." Watch the transcript build the quote live.

Step 06
Send the quote, get paid

Send the quote, get paid

One tap sends it. Client signs. You collect cash, card, or transfer. Same day.

Built-in extras

Everything else you didn't know you needed.

Client e-signature

Client e-signature

No app required. Client taps the link, reads, signs with their finger.

Auto-receipts

Auto-receipts

Record any payment and a branded receipt sends automatically.

Pipeline monitor

Pipeline monitor

Every lead, job, and dollar in one place. Lead → Quoted → Paid.

Stop writing quotes at night.

Start sending them before you back out of the driveway.