Priced off your own rates, before anyone leaves site.
Build the quote where the work is, from the same price book the office uses. It goes out as a PDF the client can accept from their phone — and what you quoted stays what you quoted.
New quote
Drafting2× double GPO
4 ea
$340.00
6mm² TPS to switchboard
28 m
$518.00
Your rates are copied onto the quote the moment a line lands.
Every line copies its rate, its description and the client’s own discount level at the instant it is added, then stops listening to the price book entirely. Put your rates up next month and last year’s quotes stay exactly as you sent them — which is the only reason an old quote is worth anything when a client argues about it.
A client’s discount level is baked into the line, not applied when the document is rendered. Changing the level later never moves a line that already exists.
A material with a labour rate attached quotes in one gesture — the part carries its labour as a glued sub-line, and reordering moves the pair together.
Negative lines net off against the positives, and a discount can’t be saved back to the price book. A discount isn’t a product.
Built on site, checked at the desk, sent by someone who’s allowed to.
Building it, clearing it and sending it are three separate things on purpose. A field staff member builds the quote on the job and hands it in; someone with the authority signs it off; someone with the send permission sends it. If the crew tries to send it themselves they’re refused twice over — it isn’t their action, and it’s blocked while the sign-off is still waiting.
Change a line after it has been approved and the sign-off is withdrawn. It has to be cleared again before it can go anywhere.
An admin’s own quote needs no sign-off — the seeded rule matches work handed in by field staff, so the office isn’t made to approve itself.
If the only person who could ever have signed it off is the person who submitted it, it clears itself and is marked as never reviewed, rather than waiting forever.
Accepted on the client’s phone, then it becomes the invoice.
Sending builds the PDF and emails the client a secure link — no login, and they can sign on screen. Accepting moves the job to scheduled and tells whoever raised it. When the work is done, that accepted quote converts into a draft invoice with its lines already on it.
Revise a sent quote and it versions, with the old one frozen. The client’s link stays the same address through the whole reopen, reprice and resend.
Send it again and nothing about the document changes — same link, same PDF, no new number, no second approval. Only the “last sent” stamp moves.
The office can open the exact page the client sees, before or after sending, without it counting as the client opening it.
Tax Invoice
INV-0847
Spark & Wire Electrical · ABN 51 824 753 166
BSB
063-502
Account
1084 7291
Who it’s for.
The same feature reads differently depending on which end of the business you’re standing at.
The crew on site
Builds the quote where the work is, off the same rates the office uses, and hands it straight in for sign-off. Nothing to re-key when they get back.
The office
Signs it off, sends it, and records the client’s decision by hand when it comes back over the phone instead of through the link.
The owner
Sets the rates once. Nobody quotes off a price list that’s six months old, and nobody’s old quote gets rewritten when the rates move.
Next door.
The parts of the system this one hands off to.
Quote a real job with it.
Fourteen days with your own rates, clients and sites in it. That answers more than a feature page can.