HomeWhat it doesQuoting & Estimating
Quoting & Estimating

Quote the work while it is still in front of you.

Build itemised or letter quotes from your price book and templates, quote the defects your techs find on site, and send a branded PDF the client can approve online with a signature. Approved quotes become jobs, contracts or invoices without re-keying a thing.

traqR: Quoting & Estimating

Fast and consistent

Pull labour and materials from your price book, start from a saved template, or draft a quote from a plain description.

Approved online

The client opens a link, signs to approve or declines with a reason, and you can see when they have viewed it.

One step to the work

An approved quote becomes the job, the service contracts or the invoice, and pushes to Xero.

How it works

From a defect on site to approved remedial work

Remedial work is the best margin in fire servicing and the easiest to lose to slow quoting. Every path into a quote is built to be quick.

Itemised, letter or contract

Quote line by line, or as a letter with a scope of works and internal costing behind it. Add items one at a time or in a batch from the price book, start from a saved template, or describe the work in plain words and let traqR draft the quote for you to refine.

Price book

Your labour and materials at your rates, picked straight into the quote.

Templates

Save the jobs you quote every week and reuse the lines, terms and notes.

Service contracts

A guided quote for maintenance contracts, priced per site and per service.

FAQs

Frequently asked questions

Yes. The emailed quote has a link where the client signs to approve or declines with a reason, and clients with a portal login can do the same there.

Yes. A technician can start a quote from a defective asset in the field app, and the office can turn the failed items on a test report into a quote in one step.

Save them as templates with their lines, terms and notes, and start new quotes from them.

An approved quote can be converted to an invoice or pushed to Xero from the quote.

Yes. The service contract quote covers sites, services, frequencies, pricing and renewal terms, and becomes the contracts when it is approved.

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Price Book Client CRM Quote Templates Customer Portal

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