A quoting playbook that keeps margins healthy

Smart Tools help you quote faster without giving away your margin.

We asked our highest-performing crews what changed after they ditched spreadsheets. The answer: structure. Smart Tools walk you through scope, inclusions, and upsells so every quote feels premium even when you’re pricing in the ute.

Use inputs that mirror site checklists

Start with a repeatable intake—materials, labour hours, travel, and compliance costs. Because Smart Tools remember your defaults, you only tweak the sections that changed on this job. Less typing equals fewer mistakes.

Layer optional extras

Add upsells as toggles. The PDF and email exports highlight those add-ons so customers can approve variations faster and you keep scope creep under control.

Sync with Smart Chat

Once the quote is out the door, drop the summary into Smart Chat to send a personalised follow-up. Mentioning the exact inclusions you priced keeps conversations tight and closes more work without extra admin.

Bonus tip: log accepted quotes back into the app so billing, reminders, and Smart Assistant all share the same source of truth.