Capture on site
Add photos, measurements, materials and notes directly to the job. AI voice notes are available in 25 languages. See site documentation.
One system for the whole job
Job management software that connects site and office
QuickQuote Flow brings site capture, AI quote and invoice drafts, field work, PDFs and payment status into one clear workflow. Your field team, office and owner work from the same project record.
- Web, iOS & Android
- Cancel monthly
- Works alongside your ERP
The approvals hub
One list instead of five channels.
Quotes, invoices, submitted hours, leave requests, supplier invoices: in most businesses that lives in shouts, chats, mail and paper. Here it all lands in one view.
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Quotes and invoices
Every document waits in its queue, with a counter for what is open.
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Hours and leave
Submitted time and requests run through the same approval as the documents.
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Decide with context
Approve or return with a reason, the decision stays documented on the job.
5
queues in one view: project, hours, leave, supplier invoices, notes
4
roles with clean handovers instead of follow-up questions
1
list the boss works through instead of five channels
The usual breaks in the process
Where a trade business loses time
Not in the work itself, but in the handovers between site, office, field team and owner.
Job site
The site visit stays on a phone
Photos sit in the gallery, measurements on paper and the important detail in someone’s head. When the quote is written later, the office has to chase the missing information.
Office
Approvals happen in chat
A PDF, three voice messages and a question end up in one group chat. Later, nobody can tell which version was actually approved and by whom.
Field team
Hours arrive too late
Timesheets are collected at month end. Until then, the office cannot see whether a job is drifting or whether extra work still needs to be billed.
Owner
The status lives in one head
The owner knows where everything stands. When that person is on site or unavailable, the office waits because there is no shared view of the job status.
A connected workflow
One clear process for every job
Keep the enquiry, site visit, quote, approval, work, invoice PDF and payment status connected. Information stays with the job as it moves between the field and the office.
- Project records instead of scattered paper and messages
- Visible ownership and status at each handover
- Review, approve or return documents internally
From site to office
Keep the information for every job together
Each role continues from the same project record. A site visit becomes usable job information rather than a collection of photos, notes and follow-up questions.
Continue in the office
The office uses the same information for an editable quote or invoice draft and sends the document for review.
Approve with context
The owner reviews the quote or invoice as a PDF, approves it or returns it to the right team member.
Record field work
Field staff document completed work, materials and hours on site. Timesheets can be signed, while job scheduling keeps assignments clear.
Work without a signal
The mobile apps store new entries locally and synchronise them when the connection returns.
Use it anywhere
QuickQuote Flow runs in the browser and on iOS and Android, keeping site and office on the same project status.
One job, four roles
Clear handovers with fewer follow-up questions
Technician
Captures photos, measurements, materials and notes during the site visit.
Office
Prepares the quote or invoice information from the project record.
Owner
Reviews documents and decides at the intended approval points.
Field operative
Records completed work, materials and hours against the job.
Clear boundary
Alongside your ERP, not instead of it
You do not have to replace accounting or migrate commercial master data to improve the operational workflow.
Keep what already works
Accounting, tax, payroll and established ERP records can stay in their current systems.
Let QuickQuote carry the job
Site capture, AI quote and invoice drafts, QuickQuote PDFs or ERP imports, approvals, field records, hours, sent status and the internal payment check stay together.
Change without a risky migration
Improve the handovers immediately while the financial system remains untouched. If the workflow is not right for the business, the accounting data is unaffected.
Practical rollout
Introduce it with one real job
Start with a complete route through the business instead of a classroom session.
What should job management software actually do?
The expensive gaps are the handovers: technician to office, office to owner, field team to invoice. Good job management software carries the same job through those handovers without rebuilding the context each time.
QuickQuote can create editable quote and invoice drafts with PDFs or work with documents from your ERP. Accounting, tax and payroll remain separate.
How do we roll it out without stopping daily work?
Take one live job from site visit to invoice PDF and payment status. Add the owner and office first, then one technician, then the field team. Each later role sees a smaller, simpler part of the workflow.
The browser demo works without an account, so the team can walk through the route before making a decision.
Data and commitment
Your data stays exportable
Stored in the EU
Data is stored in the EU and sent over encrypted connections.
DPA in self-service
Complete the data processing agreement without waiting. Our privacy policy explains the processing.
No document lock-in
Project data and documents created in QuickQuote can be exported. Imported ERP PDFs remain in your ERP as well.
Cancel monthly
There is no minimum contract term or notice period and no setup fee.
Pricing
One plan, seats matched to roles
The base licence is EUR 89 per month plus VAT and includes the owner account with manager rights and two team licences. Projects, site visits, jobs, photos and measurements are not capped.
Additional office, technician and manager seats are EUR 29 per month; field-worker seats are EUR 19. See the full breakdown and configurator on the pricing page.
Frequently asked questions
What to know before you start
Does QuickQuote Flow replace our ERP or accounting software?
No. QuickQuote can create quote and invoice drafts with PDFs or import documents from your ERP. Accounting, tax and payroll can stay in the systems where they already run.
How is job management software different from an ERP?
An ERP is built for commercial completeness such as master data, accounting and payroll. Job management software is built for the operational day: capture, hand over, approve and document. The two can work together.
Can the field team work without a mobile signal?
The mobile apps store captured information locally when the connection drops and synchronise it when the signal returns.
How long does rollout take?
Start with one live job and take it from site visit to invoice PDF and payment status. Once that route is clear, add the office, technicians and field staff step by step.
What about team members who are not confident with software?
Each role sees only the part it needs. Technicians and field staff work with assigned jobs, site capture and time entries without navigating office or owner functions.
Where is our data stored?
Data is stored in the EU and transmitted over encrypted connections. A data processing agreement is available in self-service.
What happens to our data if we leave?
Project data and documents created in QuickQuote can be exported. Imported ERP PDFs remain in your ERP as well. There is no minimum term or notice period.
What does QuickQuote Flow cost?
The base licence is EUR 89 per month plus VAT and includes the owner account with manager rights and two team licences. Additional office, technician or manager seats are EUR 29 and field-worker seats EUR 19 per month. Cancel monthly.
Can we see the product before subscribing?
Yes. The browser demo can be opened without installing anything or creating an account.
See it before you decide
Follow a complete job in the browser.
No installation and no account required. See how a job moves from site visit to invoice PDF and payment status.
