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QuoteStrat
From quote to payment, without losing the margin.
From quote to payment, without losing the margin.
A contractor doesn't lose money by quoting low: they lose it by never comparing what it cost against what they quoted. The estimate lives in a spreadsheet, the job runs on a phone, and the invoice gets written from memory at the end. QuoteStrat ties the three together: the quote is built from costed materials and labor, becomes a job without re-entering anything, and every material and hour charged to it comes straight out of the margin you promised.
Every line is built from its materials, its labor and its margin. The quote stops being a made-up number: it's a cost with profit on top, and you know what it is before you send it.
Once accepted it turns into work with nothing re-entered. Lines become tasks, materials become things to buy, and the client is already attached.
Whatever gets charged to the job comes off what you quoted. If a job is eating the margin, you see it while you can still do something.
Appointments, assigned technicians and hours worked per person. Who went, when, and how long they stayed.
From invoice to payment, with partial payments and agreed terms. Collections knows what's overdue and since when.
The client signs acceptance or delivery right on the screen, and it stays in the job's file.
It reads the e-invoice file to log expenses and materials without typing them in.
Jobs that repeat get saved as a template with their lines and materials, so the next quote takes minutes.
Several organizations, email invitations and roles: who quotes, who executes and who sees the money.
For whoever quotes and then does the work: contractors, workshops, installers, field services and crews working job by job.
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