Quoting and paperwork
Your prices, attached to the shape.
Import the price book you already keep in a spreadsheet. Widen the pool by a foot and the quote moves in the same breath, then prints as the proposal the customer signs and the set the crew builds from.
Filed as the file that went out.
The price book
It is your list, not ours
Nobody is going to retype four hundred lines to try a piece of software. Upload the spreadsheet you already price from and it comes across as it is.
Upload the workbook. Columns are matched for you and you correct what it got wrong. A preview shows exactly what will be saved before anything is.
Every number is checked against the file. A cell that does not look like a price is refused and named, rather than quietly rounded into your quote.
Versioned, and additive by default. A new version starts from the one before it rather than empty, and a second import replaces what it matches instead of stacking a duplicate on top.
Cost and retail, side by side. Sixteen categories from earthwork to lanai, and six units, including cubic yards, because that is how an excavator bills.
412 rows read. Every price checked against the file before the version saves.
Keeping the list
One person keeps the book. Everybody else asks.
The workflow this replaces was described to us exactly: one person owns the list, six salespeople quote from copies of it, and a price change lives in a text message that nobody can find later.
A request, not a text message
Propose the line you need changed, with the reason attached. It waits for the person who keeps the book instead of getting lost in a thread.
Written against a version
If the book moves while a request is waiting, applying it blindly would undo whatever the keeper did in between. So it says so instead of pretending.
Roles decide who may
Owners and admins keep the book. Everybody else quotes from it. The refusal names the job rather than showing an internal id.
Tax at your rate
Sales tax is a setting on the organisation and lands on the quote as its own line, where a customer can see what it is.
Before it goes out
Seventeen rules stand between a draft and a send
Not a linter for its own sake. Every one of these is something that has gone out wrong on somebody's proposal before.
Pass, warn, or stop. A warning lets you send with your eyes open. A blocking error does not, because a heater with no fuel type is not a decision anybody made.
Click it and it takes you there. Each result carries the thing at fault, so the fix is one click rather than a hunt through the drawing.
It reads the drawing, not a form. Depth ordered shallow to deep, a buildable footprint, an interior finish chosen, a deck material, walkable slope, fill that is not under the pool, a total that is not zero.
Documents
Four documents, one drawing
The customer's proposal, the crew's set, the plan the county wants and the request you send a vendor all come off the same geometry, so they cannot disagree with each other.
The proposal. Your logo, your colour, your licence number and your terms. Line items grouped the way your book is grouped, and the paths you sketched drawn on the plan.
The construction packet. Eleven by seventeen, dense with measurements, with Letter as an opt-in for the office printer that will not take the big sheet.
The site plan. Lot line, house, setbacks measured from the wall rather than assumed. It stops short of calling itself permit-submittable until it is.
The screen enclosure request. Specs and quantities in the form the vendor wants, so the quote comes back the same week.
Sent
A sent proposal keeps the prices it was sent with
Editing the book on Tuesday must not change what a customer agreed to on Monday. This is the part most spreadsheets get wrong, and it is the part that ends up in front of a lawyer.
Filed as sent
The document is stored as the file that went out, not re-rendered on demand from whatever the price book says today.
Replayable
Every quote keeps its full input set: the measurements, the selections and the price book version. Months later it can be rebuilt line for line.
They open it on their phone
A share link, no account, no app. The document reads the same on the phone in their kitchen as on the sheet you handed them.
Accepted, and recorded
The customer accepts from that same link, and the acceptance is written against the job with the time it happened.