01
Capture the job
Paste a request, add technician notes, or stage photos and documents for review.
Quotes built faster
Win the job. Protect the margin.
QuoteForge turns job requests, technician notes, photos, and documents into polished quotes you can send, follow up, and close with confidence.
Scope that customers can understand
Pricing that protects your margin
Follow-up that keeps the job moving
Quote QF-1048
Heat pump replacement
Scope ready for review
Replace existing outdoor unit, update disconnect, commission system, and walk the customer through warranty coverage.
Labor 8.0 hrsEquipmentMaterials
Gross margin
42%
Above your 38% target. Ready for customer options.
Good
$8,640
Better
$10,240
Best
$12,480
Quote-to-close workflow
From first note to a job-ready scope.
QuoteForge makes the handoffs visible. Your team controls the cost. Your customer sees the value. Nothing falls through after the send.
02
Build the real cost
Organize labor, materials, equipment, markup, and a visible gross-margin check.
03
Give customers a clear choice
Turn one job into Good, Better, and Best options without losing scope control.
04
Send, track, and move
Prepare a polished PDF, delivery message, follow-up reminder, and job-ready scope.
Built for the close
A quote is only the beginning.
Customer-ready delivery
Use a professional PDF layout plus email and text-ready copy—without introducing another sending tool.
Margin check before send
See the gross margin in the quote workspace before it becomes a customer promise.
Less admin. More jobs.