Quoting calculator
Your pricing lives in a spreadsheet that one person built and one person understands. We turn it into a simple web tool any salesperson can use from a truck or a kitchen table, with your prices and your rules, and a person still checks every quote before it goes out. It costs $5,000 to $20,000, once.
How it works
Why owners buy it
Estimating spreadsheets work until they don't. A formula gets overwritten, a supplier raises prices and the old number sits in a cell for six months, or the one person who knows the sheet takes a week off.
Sources: RoleModel estimating tool review on Clutch, UK Business Forums: manufacturing software
What you get
- Walks the salesperson through the job: size, materials, options, add-ons
- Prices it with your rules, your markup and your minimums
- Shows margin before the quote goes out, so nobody sells below cost
- Prints or sends a clean quote with your logo
- Lets you update a price once and have it change everywhere
What it won't do
- A person approves every quote before it goes to the customer
- It doesn't take payments or deposits
Your first week
We take the spreadsheet apart
We go through it with the person who built it and write down every rule, even the ones that only live in their head.
We check it against real jobs
We price five past jobs both ways. If the numbers don't match, we find out why before building anything.
You use a first version
Your salespeople try it on live quotes while the spreadsheet stays in use.
Both run side by side for a month
Nobody has to trust it on day one. After a month of matching numbers, you retire the sheet.
Questions
Why not buy estimating software?
If an off-the-shelf tool fits how you price, buy it. Custom makes sense when your pricing is the reason you win jobs and the software makes you bend it.
What does the price depend on?
Mostly how many product lines and pricing rules there are. A single-trade remodeler sits near the low end; a manufacturer with hundreds of parts and options sits near the top.
What if our prices change every month?
You change them in one admin screen. No developer needed for price updates.
Often paired with
Speed-to-lead router
Every form, call and Local Services lead goes to the right salesperson by text inside a minute.
$1,500–$6,000
Job profitability dashboard
Revenue against labor and materials for every job, pulled from Jobber or ServiceTitan plus QuickBooks.
$3,000–$8,000
Job and work order tracker
One screen with every job's stage, crew and next step, in place of the whiteboard or shared spreadsheet.
$5,000–$15,000Start with a $750 software audit
Two hours at your shop. A ranked fix list with prices. The $750 comes off anything you build.