QuoteStrat
QuoteStratQuoting & field work

From quote to payment, without losing the margin.

Quote with real costs, turn it into a job, run the work and get paid.

Platforms
iPhone, iPad and Mac
Languages
Spanish, English, Portuguese and French
Flow
Quote → job → invoice → payment
Output
PDF and Excel
Team
Several organizations with roles
4
languages
3
platforms
40+
cloud tables
§ 01 What it solves

You don't lose by quoting low, you lose by never comparing

A contractor doesn't lose money by quoting low: they lose it by never comparing what it cost against what they quoted. The estimate lives in a spreadsheet, the job runs on a phone, and the invoice gets written from memory at the end. QuoteStrat ties the three together: the quote is built from costed materials and labor, becomes a job without re-entering anything, and every material and hour charged to it comes straight out of the margin you promised.

quotedmaterialslaborextrasmarginwhat it costwhat's left
Every material and every hour charged to the job comes out of the margin you promised.

§ 02 What it includes

  • Cost it before you quote it

    Every line is built from its materials, its labor and its margin. The quote stops being a made-up number: it's a cost with profit on top, and you know what it is before you send it.

  • The quote becomes the job

    Once accepted it turns into work with nothing re-entered. Lines become tasks, materials become things to buy, and the client is already attached.

  • Materials and hours against the estimate

    Whatever gets charged to the job comes off what you quoted. If a job is eating the margin, you see it while you can still do something.

  • Schedule and crew

    Appointments, assigned technicians and hours worked per person. Who went, when, and how long they stayed.

  • Invoices, payments and collections

    From invoice to payment, with partial payments and agreed terms. Collections knows what's overdue and since when.

  • Signature on site

    The client signs acceptance or delivery right on the screen, and it stays in the job's file.

  • Import your invoices

    It reads the e-invoice file to log expenses and materials without typing them in.

  • Templates by trade

    Jobs that repeat get saved as a template with their lines and materials, so the next quote takes minutes.

  • A team with permissions

    Several organizations, email invitations and roles: who quotes, who executes and who sees the money.

§ 03 Online access

The jobs, from the office

No new account, nothing to install: you sign in with the same email and password as the app.

01

Sign in with the same account

The email and password you already use. If you don't remember it, the reset email goes out from that screen.

02

Browse your sections

Quotes, jobs, clients, invoices…

03

Close it and you're done

The session lives only in that tab and is erased when you close it.

It's read-only, on purpose

The web is for reading; entry happens in the app. Two places writing at once is how information gets lost.

The server decides what you see

Permissions are enforced server-side, not by the page.

The web is read-only: entry happens in the app.

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§ 04 Who it's for

For whoever quotes and then does the work

For whoever quotes and then does the work: contractors, workshops, installers, field services and crews working job by job.

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