Browse all 27 areas
Sales
- Clients & properties
- Requests & lead intake
- Site visits & estimates
- Quotes & proposals
- Price book & packages
Operations
- Jobs & scope
- Scheduling & dispatch
- Routes & crew capacity
- Recurring service plans
- Field work & mobile
- Tasks & follow-ups
- Inventory, vendors & equipment
Finance
Team
Customer experience
Growth
Insights
Administration
Features · Sales
Quotes & proposals
Present the scope clearly and keep the proposal conversation connected.
What it does
- Cost estimates and projected profit
- Quotes
- Optional quote items
- Quote deposits
- Online quote approval
- Quote change requests
- Quote-to-job conversion
Unlinked items are in the application without a screenshot here yet.
Screens
11 screenshots of this area in Job Pro App, taken with sample business data. Select an image to open it full size.
- Quotes list: drafts, sent proposals, approvals and a declined quote
- Commercial maintenance proposal for the 2027 season: four lines, $5,893
- Quote scope: mowing visits, cleanups and mulch
- Approved office park mulch quote with an optional add-on
- Optional add-on line the client can choose
- Approved irrigation winterization quote, linked to its job
- Declined privacy screen proposal
- Quote builder: client, template, line items, discounts and deposit
- Changing a quote's status
- Quote actions: create a job, revision, change order or follow-up
- Quote templates