Quoting & jobs
Measure it, price it, send it. From the customer’s lounge.
Add each window on your phone, let your supplier’s price list do the maths, and send a tidy quote the customer can accept online. Then order the goods and book the install from the same place.
Measure
Harper · 12 Tui Crescent
3 windows so far
Width
2410mm
Drop
2150mm
Everything from the first measure to the finished job.
- Measure on your phoneRoom by room, width and drop go straight into the quote. No notepad to type up back at the office.
- Your supplier’s prices, loadedPrice lists, fabrics and colours come through with your trade discount. Your margin goes on top automatically.
- Quotes customers accept onlineA branded quote by email. The customer can ask a question, tick optional extras and accept, without logging in.
- Follow-ups that send themselvesIf a quote sits there, a friendly reminder goes out for you. No more forgetting to chase.
- One-click supplier ordersAn accepted quote becomes a supplier order in the format they want, whether that’s a file for their system or their own order form.
- Bookings and installsQuote visits and installs on one shared calendar. Installers get their day on their phone, add photos and mark it done.
Stay in the loop
See every job move, without ringing around.
When a customer accepts, goods arrive or an install is finished, it shows up in your activity feed with the next step as a button.
- Order the goods the moment a quote is accepted
- Book the install when the goods arrive
- Ask for a review as soon as the job’s done
Recent activity
See all- Jane Harper accepted quote 104212m$4,200 · 6 windowsOrder goods
- Sam finished the Walker install1h4 photosAsk for a review
- New review from Aroha Te Ruki3h5 stars · GoogleReplied
- Goods arrived for the Lee jobYesterdayPO-1038Install booked Thu 8 Oct
Questions people ask
Also in SmartHQ: Reviews, Google, AI assistants.
Can I still set my own prices?+
Yes. The supplier price list fills in the cost, and you can type over the cost, margin or sell price on any line.
Does the customer need an account to accept a quote?+
No. They open the link in the email, look it over, and accept or ask a question.
Which suppliers are loaded?+
Window furnishings suppliers are loaded now, with more on the way. Tell us who you buy from and we’ll look at adding them.
Can my reps quote on site?+
Yes. Measure mode is built for the phone, so the quote is priced before they leave the customer’s place.
Everyone on the same page, in real time.
The office, the reps and the installers see every quote, order and finished job as it happens. No paperwork pile at the end of the day.