WorkQuote is an estimate, invoicing, and scheduling app designed by a real person in the tree service industry.

Developed for field service professionals and trade contractors, WorkQuote will help you save time, win more jobs, and stay organized with tools to professionally manage your customer workflow.

Whether you're a freelancer, solo operator, or a growing business with a few helpers, step up customer confidence by sending clear and professional estimates and invoices that match your company’s brand.

Create unlimited Customers, Custom Estimates, Jobs, Invoices, Payments, Receipts, Expenses, Notes, and Reports, all on an easy-to-use app built for your mobile devices.

Customers:

• Map & street views with address autocomplete to ensure accuracy
• Save multiple locations under one customer, including site name and contact
• Duplicate customer data checks

Estimates & Invoices:

• Responsive web-based design to look best on whatever device your customer uses
• Real-time tracking of customer interactions with estimates and invoices
• Multiple line item pricing options
• Add line item images and rich text descriptions
• Add discounts and tax to line items as needed
• Add estimated job duration times to assist with later scheduling
• Group items with sub-labels for more professional estimate itemization
• Add note images and text to estimates as needed
• Real-time previews of what your customer will see across multiple device sizes
• 20+ customizations to dial in what you want to present to a potential customer
• Revise estimates and pricing on the fly
• Attach boilerplate text to estimates and invoices automatically
• Attach license, insurance, terms, or other important PDF files automatically
• Option to allow customers to decline estimates with feedback
• Save common items to quickly and consistently create professional estimates
• Quick action menu for customer convenience
• All documents are metadata-friendly with your company information
• Approved estimate map to assist with scheduling

Jobs & Expenses:

• Agenda and timeline calendar to keep track of jobs and appointments
• Track unscheduled jobs and tasks that need to be completed
• View a calendar map to organize your day
• Create multiple day/time jobs
• Create recurring jobs & invoices
• Job location maps and street views
• Job location drivetime map
• Share work order details with staff or subcontractors
• Track job expenses for a better understanding of your business and income

Payments & Receipts:

• Add multiple job payments, including deposits and write-offs
• All payments and balances due are updated on the customer invoice
• Built-in option to ask for a business review can be automatically sent with paid receipts

Custom Reports:

• Customize reports to any time range that fits your needs
• Estimate approval stats
• Job and customer stats
• Realized income with payment breakdown, expense, bad debt write-off, and tax collected

Quote Request Forms:

• Create web links to advertise your business, incentives, and sales anywhere online
• Customizable quote request form to include the data you need
• Track view and response rates from your various ad platforms

Professional Results Across Industries Like:

• Appliance Repair
• Beauty Care
• Child Care
• Cleaning
• Construction
• Contracting
• Electrical
• Entertainment
• Handyman
• House Sitting
• HVAC
• Junk Removal
• Lawn Care
• Landscaping
• Mechanical
• Painting
• Personal Chef
• Pest Control
• Pet Care
• Photography
• Plumbing
• Pool Service
• Pressure Washing
• Roofing
• Training Service
• Tree Care
• Tutoring
• Window Cleaning
• …& many more!