CONTRACTOR QUOTING SOFTWARE
Send a clear price, get the go-ahead and keep the job moving.
Build a professional estimate from the customer and job details, send it for approval and turn accepted work into a scheduled job without entering everything again.
Built for solo operators. No sales call required.
WHAT CHANGES
Give customers a clear price and an easy next step.
A professional estimate sets expectations early and keeps approved work moving without copying details into another tool.
Price the work while the details are clear
Use the customer, service and site information already captured instead of rebuilding the scope later.
Give the customer a confident next step
Send a clear breakdown of the work, price and expectations so approval does not depend on a vague message.
Keep approved work moving
Turn an accepted estimate into a scheduled job and later an invoice without entering the same information again.
HOW IT WORKS
From job request to approved work, without starting over.
Use the customer and job details you already captured, then carry the accepted scope into the schedule and invoice.
Kept together through the day
- Customer details stay with the job
- Notes are ready before the visit
- Invoicing follows completed work
STEP 01
Describe the work
Start with the customer and job request, then add the scope, price and any important conditions.
STEP 02
Send for approval
Share a professional estimate and keep draft, sent, accepted or declined status visible.
STEP 03
Turn approval into action
Create the job from the accepted estimate and carry the agreed details into the final invoice.
WHAT YOU GET
Everything you need to price work clearly.
Explain the scope, show the price, track the decision and move approved work forward.
Clear scope of work
Explain what is included so the customer knows exactly what the price covers.
Itemized pricing
Present labor, materials and other charges in a straightforward breakdown.
Know what needs a response
See what is still a draft, has been sent, was accepted or needs a follow-up.
Customer approval
Keep the decision connected to the estimate instead of searching through messages.
Job creation
Carry approved work into the schedule with the customer and scope already attached.
Ready for invoicing
Reuse the agreed details when the work is finished and ready to bill.
COMMON QUESTIONS
Clear answers before you start.
What is the difference between a quote and an estimate? +
An estimate gives the customer an expected price based on the known scope. A quote is generally a firmer price for clearly defined work. TradePocket keeps the scope, price and customer decision together whichever term suits your business.
Can I turn an accepted estimate into an invoice? +
Yes. The approved customer, scope and pricing details carry into the scheduled job and then the final invoice, where you can confirm any changes before sending.
Is TradePocket designed for a one-person business? +
Yes. TradePocket is made for people running a service business on their own. You get the everyday tools without screens for crews, dispatchers or departments.
Can I use TradePocket on my phone? +
Yes. Use TradePocket on desktop and phone so the day’s jobs, customers and payments are available wherever you are.
KEEP EXPLORING
Explore more of TradePocket Core.
Job scheduling
Book work, see the day ahead and keep the details for each visit attached to the right customer, without screens built for dispatching a crew.
Parts and materials
Keep everyday parts and materials connected to estimates, jobs and invoices, with simple quantity tracking and a clear reminder when something important is running low.
Invoicing and payments
Create a professional invoice from the job record, send it to the customer and keep sent, viewed, due and paid status visible. No duplicate entry and no mystery spreadsheet.
Less admin starts here
Keep the work moving and the whole business under control.
Bring your schedule, customers, invoices, payments and useful follow-ups into one calm workspace built for people doing the work.
Start using TradePocket