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Pro workflow preview

From quote calculator to business system.

See how Pro is designed to manage customers, repeat work, follow-up and quote performance after the initial calculation.

Product preview: these screens illustrate the planned paid Pro workflow. They are not the finished production application.

Customer database

Keep the customer and their previous work together.

JS
John Smith14 Oak Street · 3 previous jobs
Latest house washCompleted

$425 quote · $138 estimated profit · 32% margin

Next opportunityFollow up

Driveway cleaning · suggested follow-up in 30 days

Repeat quoting

Start from previous customer work instead of rebuilding the quote.

John Smith · Driveway cleaningDraft

Previous price: $275 · New quote ready to review

Suggested quote
$295

Quote pipeline

Know what happened after you sent the quote.

DraftQuotes being prepared
4
SentWaiting for customer
7
AcceptedWon work
5
CompletedFinished jobs
12
LostDid not convert
3

Business analytics

Understand whether your quoting is producing profitable work.

31Quotes this month
62%Quote win rate
$382Average quote
34%Average margin

That is the Pro difference.

Starter helps you calculate, quote and send. Pro is designed to help you manage what happens next.

Join the Pro validation →