QuickQuote Flow

LukasKeßler

About this app

QuickQuote Flow
The workflow for trade and craft projects, from site visit to invoice.

QuickQuote Flow connects the job site, the office, the owner and the field team in one clear process. A site visit quickly becomes an approved quote, and the job becomes a clean invoice.

Too much information gets lost between the site, the office and the decision. Photos, measurements, notes or customer requests end up in WhatsApp, on paper or in different tools. QuickQuote Flow brings everything into one simple workflow.

Document the site visit right away
• Photos of rooms and details
• Notes on customer requests
• Measurements and technical information
• Materials and products
• Voice notes that the AI sorts cleanly
Every entry is saved to the project instantly and is available to the office right away.

Continue in the office
• Overview of the project and the request
• Summary of the captured content
• Prepare the quote and upload the PDF
• Hand over to the owner for the decision

Owner approval in seconds
The owner sees the finished quote or invoice PDF directly in the app:
• Review the PDF and comment with pen, highlighter or a note
• Approve it or send it back for revision
• Decide without long back and forth

Field work and billing
• Your team sees their projects and the status
• Capture hours, materials and delivery notes on site
• Export working times as a PDF for the office
• Approve the invoice and send it to the customer

Clear roles
• Technician and field team on site
• Office for preparation
• Owner for approval

AI that supports instead of taking over
The AI helps where time is usually lost: capturing voice notes on site, drafting the quote and reconciling delivery notes and hours. The decision always stays with you.

Built for trade and craft businesses
• Interior fit-out • Electrical • Plumbing • Construction and renovation • small and medium-sized trade businesses

Benefits
• a clear workflow from appointment to invoice
• less back and forth between site and office
• no lost information
• faster approval of quotes and invoices
• hours and materials documented cleanly

QuickQuote Flow turns the site visit, office work, owner decision and field work into one continuous process.

What’s new

* Added sick leave notifications and vacation requests.
* Project numbers can now be edited in the project properties.
* Added customer master data.
* Performance and translation improvements.