QuickQuote

The digital 360° workflow for trades

From site visit to invoice.
In one system.

QuickQuote connects technical capture, quote approval, installer execution and invoice prep in one clean process. Everyone sees the next step, the boss only steps in at the right checkpoints, and the team works without paper, WhatsApp or status chaos.

4 Roles Field Tech, Office, Boss, Installer: everyone has a clear task
1 Workflow From first request to final invoice in one project
€89 Cancel anytime, Owner + 2 staff included
  • Works alongside your ERP
  • Web, iOS and Android
  • For office, job site and installation
One workflow for intake, execution and billing Field Tech → Office → Boss → Installer → Invoice
1

Site data hits the office instantly

Measurements, photos and job details are captured once and are immediately available internally.

2

Boss approves quotes and invoices

Approvals happen exactly where they matter: margin, quality and final billing.

3

Installer logs materials and hours

Execution feeds invoice prep and post-calculation with real site data.

QuickQuote Available for Web, iOS & Android

Why QuickQuote

Four roles. One process. Less chasing.

Every trade business follows the same lifecycle: intake, site visit, quote, approval, execution and invoice. Without clear handovers, information gets lost between office and job site. QuickQuote keeps the full project flow together in one system, running alongside your ERP.

From first request to final invoice From the first inquiry through quoting and execution to the final approval, everything stays traceable in one project.
Installer flow without media breaks Once accepted, jobs are scheduled, assigned and documented on-site with live material and time logging.
The boss only steps in where it matters The owner reviews quotes and invoices at the key checkpoints, not every small operational question.
QuickQuote on laptop and smartphone

Step by Step

From first request to an archived project.

Step 1 Intake

Capture request & create project

New requests are created centrally and prepared for site visit and quoting.

Step 2 Field Tech

Capture technical data on-site

Photos, measurements, notes and special conditions are recorded directly at the customer.

Step 3 Office

Prepare the quote

The office calculates from the site data and prepares the draft for internal approval.

Step 4 Boss Approval

Approve the quote internally

Before it goes out, the owner reviews quality, margin and approval with one click.

Step 5 Customer

Customer accepts or declines

The response is written straight into the project and triggers the next step.

Step 6 Installer

Schedule the job

Once accepted, the execution date is planned and assigned to the right installer.

Step 7 Job Site

Log materials & hours live

The installer records consumption, time and progress directly on-site.

Step 8 Office

Prepare invoice from actual data

Quote data and real resource usage are merged into a clean billing basis.

Step 9 Boss

Final invoice approval

The finished invoice gets one final internal check before it goes out.

Step 10 Archive

Close and keep the project traceable

After invoice and payment, everything stays available for maintenance, warranty and follow-up.

1
Intake

Capture request & create project

New requests are created centrally and prepared for site visit and quoting.

2
Field Tech

Capture technical data on-site

Photos, measurements, notes and special conditions are recorded directly at the customer.

3
Office

Prepare the quote

The office calculates from the site data and prepares the draft for internal approval.

4
Boss Approval

Approve the quote internally

Before it goes out, the owner reviews quality, margin and approval with one click.

5
Customer

Customer accepts or declines

The response is written straight into the project and triggers the next step.

6
Installer

Schedule the job

Once accepted, the execution date is planned and assigned to the right installer.

7
Job Site

Log materials & hours live

The installer records consumption, time and progress directly on-site.

8
Office

Prepare invoice from actual data

Quote data and real resource usage are merged into a clean billing basis.

9
Boss

Final invoice approval

The finished invoice gets one final internal check before it goes out.

10
Archive

Close and keep the project traceable

After invoice and payment, everything stays available for maintenance, warranty and follow-up.

No minimum contract Cancel month by month, whenever you want, directly in the app.
Unlimited projects No limit on inspections, installer jobs or invoices. Everything included.
GDPR compliant Data hosted in Germany. SSL-encrypted, Stripe as payment provider.
Runs alongside your ERP QuickQuote structures the path from first capture to billing alongside your ERP.

Pricing

One plan for field, office, boss and installers.

€89 / month

Includes Owner license + 2 staff.
Office/technician: €30 / month, installer: €15 / month.
Cancel anytime, no minimum contract.

  • Your own company workspace
  • Unlimited projects, inspections & jobs
  • Internal quote and invoice approvals
  • Material & time logging for installers
  • Access on Web, iOS and Android

Ready to go?

See it first. Decide after.

No onboarding call, no lengthy setup. Open the demo and see in 3 minutes whether QuickQuote fits your business.