YOUR CRAFT. ONE WORKSPACE.01 / A BETTER WAY FORWARD
LESS ADMIN ✳ MORE MOMENTUM ✳ YOUR BRAND ✳ ALL CONNECTED ✳LESS ADMIN ✳ MORE MOMENTUM ✳ YOUR BRAND ✳ ALL CONNECTED ✳LESS ADMIN ✳ MORE MOMENTUM ✳ YOUR BRAND ✳ ALL CONNECTED ✳LESS ADMIN ✳ MORE MOMENTUM ✳ YOUR BRAND ✳ ALL CONNECTED ✳
01 / BUILT AROUND YOUR WORK
ONE JOB. ONE CONNECTED JOURNEY.
From “Can you quote this?” to “Let’s get started.”
Stop piecing your business together. Keep every next step in the same place.
01 / FROM SCOPE TO ESTIMATE
Big expertise.
Less busywork.
Turn the details of a job into an AI-assisted first draft. Fine-tune the materials, labor and price. Your judgment stays in charge.
Here is what happens between the first inquiry and the next repeat customer, with your expertise at the center.
01 / THE FIRST CONVERSATION
A lead is more than a name in your phone.
A referral arrives while you are working. A customer calls about a repair. Someone fills in your lead form after seeing your business. Capture the customer, contact details, service and source in a pipeline, rather than relying on scattered messages and memory.
Move the opportunity from New to Contacted, Qualified and Quote Sent. Keep the customer relationship connected to the work you are trying to win. When you return to the office, you can see where the conversation stands and decide what deserves attention next. A repeatable intake process also makes referrals easier to handle when several inquiries arrive on the same day.
Customer details and lead source
Service choices matched to your industry
A visible next step for every opportunity
02 / YOUR KNOWLEDGE, ORGANIZED
The first draft is AI. The final call is yours.
Describe the work and select the customer in Turbo Quote. QuotesForge helps turn that scope into editable estimate line items and a draft sales pitch. It gives you somewhere useful to start, not a reason to skip inspecting the job.
Review the quantities, material choices, labor, access requirements and exclusions. Adjust prices to reflect your suppliers and experience. Apply your tax rate, discount and terms. Regional pricing is guidance, not a live supplier promise, and the draft cannot know every condition on site. Your expertise is what makes the estimate ready to send.
Editable materials and labor
Tax, discounts and clear terms
Human review before anything reaches a customer
03 / THE CUSTOMER EXPERIENCE
Give your customer one clear place to say yes.
A quote should answer the questions that stall a decision: what is included, what will it cost, who is doing the work and what happens next? Send a customer-facing quote page with your branding, itemized scope, terms and supporting job photos.
The customer can review the proposal and accept it online, with an acceptance record and signature. You can track its status without treating every sent document as a won job. Follow-up sequences let you prepare messages with customer and quote details, while you stay responsible for the communication and the relationship.
Your logo and business identity
Quote status and online acceptance
Photos and signatures alongside the scope
04 / THE WORK AND THE MONEY
Keep the handoff from sold to scheduled to paid.
Bring the job into your schedule and keep the customer in the same workspace. A quote that turns into work should not require building the same customer record again just to invoice it. Convert the accepted quote into an invoice and keep the amounts tied to the original proposal.
Export the branded PDF, send an invoice email and track partial payments or outstanding balances. Offer eligible bank and card payments from the invoice and keep payment tracking alongside the job. Activate online payments in your business settings; processing fees and settlement times apply. See what has been paid, what is partially paid and what still needs attention without rebuilding the job in another CRM.
Job scheduling and customer context
Quote-to-invoice conversion
PDF invoices and payment tracking
05 / THE NEXT OPPORTUNITY
The relationship should outlast the invoice.
A completed job can become a maintenance visit, a referral or a repeat customer. Organize customers with groups and labels, send a customizable review request and keep a place for the next conversation. The customer portal brings shared job information into a customer-facing experience.
Draft a campaign inside QuotesForge, review the message and target relevant customer groups. Bring the service history into the next conversation instead of sending every customer the same message. Campaign sending needs activation with a verified business sender and follows sending limits. Keep customer permission and relevant, accurate messages at the center of each campaign.
Customer groups and review requests
Campaign drafting and queued sending
Repeat relationships, not just one-off documents
YOUR TRADE. YOUR STARTING POINT.
Different work. The same need to stay connected.
A leaking pipe and a seasonal cleanup need different scopes. Your service menu should reflect that, without separating the customer from the quote or the invoice.
EXAMPLE SERVICE MENU
Handyman & general maintenance
General repair
Assembly & installation
Property maintenance
Punch-list work
+Other · your custom service
Choose from 19 industries during setup, or enter your own. The menu changes; your connected customer workflow stays.
BEFORE YOU DECIDE
Good questions. Straight answers.
A better workflow starts with knowing what is included, how each part of the job stays together.
No. QuotesForge is marketed to skilled tradespeople and hands-on service businesses, including repair, installation, maintenance, cleaning and construction. Select your industry during setup for relevant service choices. Other lets you enter a custom industry or service. The customer workflow is broadly usable, but you should test the details against your own work.
03 / YOUR NEXT CHAPTER
NO CARD REQUIRED
Built by you. Connected by us.
Your next job deserves a better workflow. Let’s make it happen.
