Who it's for · Office teams
Run the office from one job record: quote and invoice, book the week, keep customer history together, and pipe emails onto the job instead of your personal inbox.
Why it's good for you
Draw and price in Quote Studio - or import a CounterGo PDF - then send and track quotes from the same job you will schedule and fabricate. When the job is done, raise the invoice without hunting for the original estimate in email.
Each customer pulls together jobs, quotes, invoices, files, and notes. Callbacks are faster because history is already on the record - not split across Outlook and a shared drive.
Plan templating, fabrication, and installation in a shared view tied to the job. Fewer double-bookings and fewer “I thought it was Tuesday” moments with the workshop and field.
Pipe customer and supplier email onto the job timeline. Use Inbox for assignments, mentions, and automation alerts so nothing important dies in a personal mailbox.
Day to day
Open or create the job, attach the customer, and scope the work.
Draw and price in Quote Studio, send the quote, then schedule template / fab / install when it’s accepted.
Update status, answer from the job email thread, and let Inbox surface what needs you.
Run a real job from quote to done before you choose a plan. Book a demo if you'd rather walk through it first.
