Docs

From empty catalog to first accepted quote.

Set up your catalog

Import products, services, and rates from a spreadsheet so drafting can map plain language to real prices.

Describe the job, review the generated line items, adjust margins, and add your terms.

Choose the cadence — day 3, day 7, day 12 is the default — and the tone of each reminder.

Watch quotes move from sent to viewed to accepted, and convert wins into work orders.