Import takeoffs into quotes
Saved takeoffs become quote lines grouped by product and coverage width, with the cut schedule kept in the notes.
Features
Quotes and invoices built for panels, trim, and coil
Price by linear foot, square, or piece. Send a quote your client can approve online, then turn it into an invoice with one click.
Quotes & invoices highlights
Options and alternates
Optional lines show as alternates and stay out of the total until the client picks them. Cost and margin update as you edit.
Online approval
Clients open a secure link, review the quote, and accept with a typed signature. Revisions keep the history and retire old links.
Invoices with real-world terms
Deposits, retainage, freight, tax exemptions, PO numbers, and payment terms carry over from the quote.
Pay links and receipts
Every invoice can carry a pay link. Payments post to the invoice automatically and receipts go out by email.
Pickup, shipping, and production
Track ready-for-pickup, shipped, and delivered status, and print production lists with trim pictures for the shop floor.
Which plans include it
| Capability | Available on |
|---|---|
| Quotes with e-signature approval | Starter and above |
| Invoices, deposits & pay links | Starter and above |
| Clients, contacts & job history | Starter and above |
| Projects & drawings | Starter and above |
More features
2D & 3D takeoff
Draw planes, split color zones, and get cut lists and trim counts. 3D roofs on Professional.
Online store
Sell from your catalog with color, gauge, and length options. Custom domains on Business.
Payments
Card and ACH on invoices and your store, plus in-person payments with Stripe Terminal.
Inventory & purchasing
Stock by color, gauge, and bin, automatic reservations, vendors, purchase orders, and bills.
Accounting & banking
Ledger, reports, check printing, bank feeds, and reconciliation on the Business plan.
Ready to run your shop in one place?
Try every Professional feature free for 7 days. No card required, and nothing is deleted if you decide to wait.