On the phone
Quote on the call
The customer asks for a price. You enter size and material, send a branded PDF or share link, and they Accept on their phone — before they hang up. Then Convert to Job when they say yes.
The phone quote path
- Pick a customer (or type a name) and a ready-made template — banner, yard sign, channel letters, or another sign process.
- Enter width, height, quantity, and add-ons. The price updates as you type.
- Send a PDF, copy the share link, or email it.
- They open the link on their phone. You see Viewed and Accept on the quote.
- When they say yes, Convert to Job and print a work order with no unit prices for the floor.
Time these three on a trial
A 48×96 banner: size, material, hem and grommets if you charge them. After your street prices are in the template, this should take under 30 seconds.
Twenty-five yard signs with quantity breaks and a stake add-on — same call, same builder.
Channel letters plus install: letter height, lighting, install line. Still one quote, still on the phone.
If day one is a week of setup, the tool is wrong for a phone shop. Factory templates are there so you change numbers, not write formulas.
What you sent stays what you sent
Mark as sent and that quote is frozen. Vinyl can jump next month. The link in their inbox still shows the number they heard on the call.
Need a new price? Send a new revision. The old link keeps the old numbers. You stay honest without rewriting history.
What this is not
Not a job-board calendar, production Gantt, or inventory system. Jobs are documents — convert, work order, packing slip, shop invoice.
Not quotes-only. Shop at $59 is the full pipeline: Convert, vendors, POs, timer, reports, QuickBooks export.
Not one Windows PC. Browser means you and the floor share the shop without a .lic file on a quoting machine.
Who this is for
- Owners who answer the shop phone and give the price themselves
- Shops that lose jobs because the quote went out tomorrow instead of today
- EstiMate shops stuck on one quoting PC
Who this is not for
- Shops with an estimator who never takes live calls
- Shops that buy software for proofing rounds or inventory — look at shopVOX or SignTracker
- Wrap-primary shops — vehicle graphics are not the pitch