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Priced task lists
A quote is assembled from tasks that carry a price. The total is calculated as you add them, so the effect of your pricing is visible immediately rather than at the end.
Quoting
Quoting that carries on into the project
A quote is built from task lists: you add the tasks with their prices and the project total updates as you go. When the quote is accepted it becomes a project, without anything being typed in twice.
How a quote comes together
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AI drafts the outline for you
“Create with AI” produces a first version that you then edit. Quoting takes minutes instead of hours, and the quote reaches the customer while it still matters.
3
An accepted quote becomes a project
The task structure of the quote carries into the project as it is. The same work is not done twice, and no gap opens up between what was quoted and what is built.
What quoting includes
- Priced task lists with a running project total
- AI-assisted quote drafting
- An accepted quote becomes a project without retyping
- A free client view of the quote with the cost estimate
- The quote also as a PDF by email
Questions about quoting
Can the customer see the quote without an account?
The quote can be reviewed as a PDF sent by email, with no account. If the customer wants their own view with the cost estimate and project progress, an account is free for them.
What does the AI do in a quote?
The AI writes the outline of the quote, which you then edit. The prices and tasks are your decisions — the AI only speeds up the start.
Does the quote data carry into the project?
Yes. The task structure of an accepted quote moves into the project, so the same information is not entered twice.