Quotes

All

Draft

Pending

WHO'S ON THIS JOB

Set hours per task in line items below. Crew wages auto-calculate based on who's assigned.

JOB INFO

Client + New

Job name

Location auto-fills from client

More details (miles, type, notes) ▾

Job type

Miles (one way)

Trips

Charge travel fee

Notes (internal, not shown to client)

LINE ITEMS

OPTIONAL ADD-ONS0 items

Upsells shown separately on the quote. Client can accept or decline.

Add-ons total (if all accepted): $0

JOB PHOTOS0 photos

Attach photos to document the job site. Shows on client view and PDF.

+ Add Photos

EXTRAS & ADJUSTMENTSOH on · No discount

Equipment rental

Dump fees

Permit fees

Overhead ($17/hr)

Contingency (10%)

Discount ($) shown in red on quote

PAYMENT & DEPOSIT50% dep

Payment structure

Deposit % 50%

Deposit amount

Payment Summary

Deposit due to schedule$0

Balance upon completion$0

CONTRACT TERMSDefault terms

Include contract section on PDF

Scope of work

Warranty

Additional terms

SHOW ON CLIENT QUOTE

Line item details

Materials breakdown

Travel fee

Payment schedule

Contract terms

Profit Margin0%

$0

Quote

$0

Profit

0%

Margin

$0

$/Hr

Analytics

How the business is performing

Revenue trend · monthly

RevenueProfit

Pipeline funnel

Last 90d

Top job types by profit

Top clients by revenue

Collected this month

PIPELINE

0 quotes · avg $0

WON THIS MONTH

0 jobs · 0% close rate

OUTSTANDING

0 invoices · 0 overdue

INCOME GOAL ·

0% complete

/ $0

Daily pace: $0 Needed: $0/day

OVERHEAD COVERAGE

This period

· profit covers overhead

Profit: $0 Taxes: $0

Recent activity

Analytics →

Job costs

Total $0

Won revenue$0

Gross profit$0

Gross margin0%

Jobs

Active, completed, and lost jobs

April 2026

Invoices

Payment history, outstanding balances, and receipts

April 2026

Expenses

30 Days

90 Days

Year

All

No expenses logged yet. Add expenses from the Jobs page or use the button above.

Materials & Pricebook

Products and services you use regularly — one-click add to any quote

YOUR PRODUCT LIBRARY

Add products and materials you use regularly. These save to your account.

No products yet. Add your first one below.

QUICK ESTIMATE

Pick products from your library, set quantities, and send the total to a quote line item.

MATERIALS CART

Search and add products above.

Cart Total:

$0

Clients

Your CRM — contacts, collected totals, and past jobs

Settings

Business info, pricing, integrations, and account

BUSINESS INFO

Company name

Your name

Phone

Business address

License #

Website

Google Review Link

Used in automated review request texts after jobs complete

DEFAULT CREW

RATES & MARKUPS

Billing $/hr

Min charge

Mileage $/mi

Material markup %

Sub markup %

Daily revenue target

Credit card fee passthrough

Pass processing fee to client on CC/Stripe payments

Annual income goal ($)

Est. tax rate (%)

SE tax (15.3%) + income tax (~12-22%)

OVERHEAD CALCULATOR

Add your real monthly business costs. This calculates overhead $/hr applied to every quote.

Your days / week

Your billable hrs / day

Auto-calculated billable hours

Your monthly hrs0

Total business billable hrs/mo0

Monthly overhead total $0

Overhead per billable hour $0

As % of billing rate 0%

PRICEBOOK

Save your common services with set prices. Insert them into any quote in one tap.

No services saved yet. Add your first one above.

PDF QUOTE DESIGN

Company logo

No logo

Accent color

Quote terms / footer

Quote number prefix

DEFAULT CONTRACT TERMS

These load as defaults on every new quote. You can customize per quote.

Default warranty

Default additional terms

YOUR PLAN

Free

Upgrade to unlock unlimited quotes, invoicing, and more

FREE

AI QUOTE ASSISTANT

Paste your Anthropic API key to enable AI-powered quote generation. Get a key at console.anthropic.com

Anthropic API Key

CLIENT PAYMENTS (STRIPE CONNECT)

Connect your Stripe account so clients can pay invoices online. You receive payments directly — JobPricer takes a 2% platform fee.

STRIPE PAYOUTS

All payments collected via Stripe from client portal and payment links.

Last 30 Days

90 Days

Year

All Time

Custom

No Stripe payments recorded yet.

ACCOUNT

Version

JobPricer