Quotes that get a yes, in writing.

Build itemized quotes from your own services, send a private approval link, and turn the yes into a scheduled job without retyping a thing.

Quote Q-1042Dave Miller · 14 Oak LaneDraft · rev 2
ServiceQtyAmount
Spring cleanupLeaf and debris removal, beds edged1$180.00
Hedge trimmingFront and side, up to 6 ft2$190.00
Mulch, installedDark brown, 3 in. depth4 yd$220.00
Add a service or line item
Subtotal$590.00Discount · returning customer−$29.50Tax · 6%$33.63Total$594.13
Expires Oct 9 · Terms: 50% deposit to bookIssue & share link

Your services

Weekly mowing$45 / visitSpring cleanup$180Aeration$95Mulch, installed$55 / yd
01

Look as good as your work.

Your logo, clear line items, discounts, tax, and terms, plus a branded PDF when someone wants paper.

02

Get the decision on record.

Customers approve or decline the exact version you sent. No more “I thought it was cheaper.”

03

Go from yes to scheduled.

Convert an approved quote into a job. The customer, property, and pricing come along.

Build it once

Your price book, not a blank page.

Save the services you sell with descriptions and default prices. Pull them into any quote, adjust quantities for the property, then apply a discount and the right tax rate.

  • Reusable services with default prices
  • Quantities, discounts, and tax presets
  • Expiration dates and your own terms
Quote Q-1043Linda Baker · Gutter cleaning + guards
  • Gutter cleaning, 2-story$145.00
  • Downspout flush (4)$40.00
  • Guard install, 20 ft$53.50
Total$238.50
Linda BakerApproved online
Approved

Send it

A private link, not a PDF lost in a text thread.

Issue the quote and share a private link. Your customer reviews the details and approves or declines that exact revision from any phone. Links expire, and you can revoke one whenever you need to.

  • Approve or decline without an account
  • Customer comments come back to the quote
  • Revoke or reissue links when plans change
C Cedar Home Services
Quote Q-1042Spring yard refresh
  • Spring cleanup$180
  • Hedge trimming$190
  • Mulch, installed$220

Total$590.00

Approve quote ApprovedRequest changes

Change it

Revisions without the confusion.

When the scope changes, create a new revision instead of editing the old one. Issued versions stay on record, so everyone can see what changed and what was approved.

  • Every issued revision is kept
  • The approved version is clearly marked
  • Convert the approved revision into a job
Q-1042 · rev 1Spring cleanup + hedges$370.00Issued Sep 22
Q-1042 · rev 2+ Mulch, installed (4 yd)$590.00 Approved Sep 24
Dave Miller
Scope changed → new revision

How it works

Three steps. No training day.

  1. Prepare the quote

    Choose the customer and property, add services, and set pricing, tax, terms, and an expiration date.

  2. Share for approval

    Issue it and send a private link. The customer approves, declines, or leaves a comment on that revision.

  3. Put it on the calendar

    Convert the approved quote into a job, pick the date and crew, and add a deposit invoice if you take one.

Questions

Quotes, answered.

Can I use my own services and prices?

Yes. Save the services you offer with descriptions and default prices, then add them to any quote and adjust the quantity or price for that job. You can also write one-off line items.

How does a customer approve a quote?

You issue the quote and share its private link. The customer opens it on any device, reviews the details, and approves or declines that exact revision. Their response is recorded on the quote.

What if the customer wants changes?

Create a new revision, update the work or pricing, and issue it. Earlier revisions stay on record, so there’s no confusion about which version was approved.

Can I send a PDF instead?

Yes. Every issued quote can be downloaded as a PDF with your business details and logo. Use the private link when you want the customer’s decision recorded in JobSigner.

Do quotes expire?

You set an expiration date on each quote. Links to a quote can also be revoked at any time, and expired or revoked links stop working.

Ready when you are

Put your name
on less paperwork.

Start with a few jobs alongside the way you work today. Keep your current software, spreadsheets, or paper running until you’re ready to switch.

14-day free trial. No card needed. If you add one, your selected plan starts billing automatically when the trial ends unless you cancel before then.