01
A smarter quote from first detail to final presentation
Move smoothly from assessment to scope, materials, calculations, smart writing and a finished presentation customers can act on, without wrestling with complicated software.
02
Automatic material integration keeps the quote tied to the work.
03
Presentation tools bring structure, imagery, options and totals together.
The Smart Quote Builder
Upload a work order. Watch the quote build itself.
Forman reads the file, extracts the scope and quantities, prices the materials at trade and lays out the totals — this is it happening, in real time. Review each line, then send it as an interactive presentation.
First lead.Final invoice.
01
Lead
Capture the customer and opportunity.02
Assess and quote
Record the work and present the price.03
Progress
Manage people, evidence and delivery.04
Invoice
Close the job without rebuilding the details.Contractor-built from day one