How do jobs get onto the schedule?

An accepted quote becomes a scheduled job, so the scope, customer, and pricing carry over instead of being retyped into a separate calendar.

Can I control what my crew sees?

Yes. Managers see the whole workspace, while staff only see the quotes and jobs assigned to them. Every action is recorded in a workspace activity log.

Do customers get notified?

Customers can receive email and SMS notifications for client portal events, and each customer has their own notification preferences.

Is scheduling on every plan?

Scheduling is included from the Pro plan at $99/mo, alongside invoicing and payments. Business at $149/mo adds multi-user access and advanced reporting.

Built for contractors running multiple crews

A job scheduling app that starts where your quote ends

QuoteFlow turns accepted quotes into scheduled jobs, keeps crew assignments and customer messages in one place, and invoices as soon as the work is complete.

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Quote to scheduled job

Approved quotes become jobs on the schedule with the scope and customer already attached.

Crew assignment and roles

Managers see the whole workspace; staff see only what is assigned to them.

Site visit tracking

Log site visits against a job so walk-throughs and callbacks stay on the record.

Customer messaging

Keep job conversations in one thread instead of scattered across personal texts.

Notifications

Email and SMS updates for client portal events, with per-customer notification preferences.

Activity log

A full audit trail of quote, photo, and invoice changes across the workspace.

How it works

1
Send the quote
Build the estimate, send it as a branded PDF, and track it through Draft, Sent, and Accepted.
2
Schedule the work
Turn the accepted quote into a job and put it on the calendar with the crew that will run it.
3
Keep everyone posted
Message the customer in-thread, log site visits, and let portal notifications handle the updates.
4
Close it out
Mark the job complete, convert it to an invoice, and collect payment online.

What's included

Accepted quotes converted into scheduled jobs
Crew assignment with manager and staff roles
Site visit logging
Customer messaging in one thread
Email and SMS client portal notifications
Workspace activity log and audit trail
One-click invoicing from a completed job
Online payment collection

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Frequently asked questions

How do jobs get onto the schedule?: An accepted quote becomes a scheduled job, so the scope, customer, and pricing carry over instead of being retyped into a separate calendar.
Can I control what my crew sees?: Yes. Managers see the whole workspace, while staff only see the quotes and jobs assigned to them. Every action is recorded in a workspace activity log.
Do customers get notified?: Customers can receive email and SMS notifications for client portal events, and each customer has their own notification preferences.
Is scheduling on every plan?: Scheduling is included from the Pro plan at $99/mo, alongside invoicing and payments. Business at $149/mo adds multi-user access and advanced reporting.

Get your crews on one schedule

Start a free trial and move your next accepted quote straight onto the calendar.

Start free trial