Quoting and scheduling software built for your work
Quotes that carry your margin, and a schedule that matches what your crews can really do.
Quoting is where margin is won or lost, and in most small businesses it happens in a hurry, from memory, in a truck. Two estimators price the same job differently, nobody updates for material increases, and the quote that wins the work is often the one that should have been declined.
Custom quoting encodes your pricing model: labor rates loaded with true burdened cost, material and equipment costs, job-type templates, and a target margin the system will not silently let you fall below. The estimate takes minutes and lands consistent regardless of who built it.
Scheduling then works from real capacity — crew hours, skills, drive time and equipment — instead of a calendar somebody colors in. Accepted quotes turn into scheduled work with the right people, and the schedule tells you when you are actually full rather than after you have promised a date you cannot hold.
You are probably here because
- Every estimator prices the same job differently
- Quotes are built from memory and last year's material costs
- You discover a job was underpriced after it is finished
- The schedule is a whiteboard and a group text
- Crews get double-booked or sit idle
- You cannot tell how full next week is
Why this sits here
The advisory work identifies the bottleneck. Software gets built when software is genuinely the right fix — not because an agency needs a project. That order is the whole difference, and it is why you will sometimes be told to spend nothing here yet.
What we actually do
Pricing model
Burdened labor rates, material and equipment cost, overhead recovery and a target margin the tool enforces.
Quote templates
Job types your team quotes constantly, prebuilt so an estimate takes minutes and stays consistent.
Approval rules
Discount thresholds and below-margin quotes routed for approval instead of quietly going out the door.
Capacity-aware scheduling
Crew hours, skills, drive time and equipment constraints, so the calendar reflects what can actually be delivered.
Field access
Phone-friendly views for crews: today's work, job details, notes, photos and completion, without a laptop.
Quoted versus actual
Hours and materials captured against the quote, so the estimating model gets corrected by reality.
The engagement
Pricing discovery
Establish real burdened cost and target margin by job type. Often the most valuable part of the project.
Blueprint
Screens, rules, roles and integrations at a fixed scope you own outright.
Build and pilot
Roll out with one estimator and one crew, correct the model, then expand.
Support
Rate updates, new job types and changes as the business shifts.
Investment
Discovery and blueprint is $1,500, credited toward an approved build over $7,500. Quoting and scheduling builds typically run $10,000 to $30,000 depending on crew count and integrations, plus optional monthly support.
What this is not
If you do not know your burdened labor cost, software will simply help you underprice faster. We establish that number first.
Run the numbers
Run your own numbers first
Capacity Calculator
Your true revenue ceiling in billable hours — and how much headroom you have left.
Automation & Software ROI Calculator
Payback period and first-year return on any automation, software or systems project.
Owner Time Value Calculator
What your hour is worth, what low-value work costs you, and what delegating saves.
Straight answers
Why not use a field service platform?
If a platform fits your pricing and scheduling rules, use it. Custom makes sense when your pricing model is unusual, when seat costs are painful at your headcount, or when you have already outgrown two tools.
Will my crews actually use it?
They use it when it is faster than what they do now and when it works on a phone with bad signal. That is a design requirement, not an afterthought.
Can it integrate with accounting?
Typically yes — accepted quotes and completed jobs can push to your accounting system so invoicing is not re-keyed.
Thirty minutes. No pitch deck. Bring your numbers.
Or call (737) 888-0415