From first message to paid invoice.
One tool from lead to payment. QuoteTxt captures the job details, builds the estimate, gets approval, and collects payment — so you're not juggling five apps to close one job.
5 min
to set up
No app
for customers
End-to-end workflow
Intake
A branded chat collects scope, photos, and access notes. The customer takes two minutes. You get a complete brief.
Job Brief
A structured brief lands in your inbox — address, scope, photos, urgency. Ready to price before you pick up the phone.
Quote & Schedule
Build the estimate from the brief, get digital approval, and assign the crew — all from one job record.
Invoice & Payment
Send the invoice. Customer pays online. Job closed and logged.
One platform. No switching apps.
Quote, schedule, invoice, and get paid — all from the same job record.
Lead Intake
Smart Job Intake
A branded chat that collects scope, photos, and access notes from the customer. Two minutes for them. A complete brief for you — before you ever pick up the phone.
Smart Quote Recaps
Every intake becomes a structured job brief — scope, photos, contact info, and urgency — routed to your inbox and ready to price. No notes to decipher, no details to chase.
Custom Booking Page
A branded page with your business name, logo, and chat link. Add it to Google Business, social media, or your email signature. Every customer who clicks it arrives pre-qualified.
Quoting & Finance
Automated Quote Builder
Line items, templates, and digital approval. Build an estimate from the brief and send it — customers approve with one tap. No printing, no PDFs, no chasing signatures.
Invoicing & Payments
Send invoices and collect payment directly from the platform. Customers get a clean payment page — no chasing checks, no third-party app, no phone tag.
Job Management
Job Assignment & Scheduling
Assign the job, set the window, and your crew sees it instantly. Everyone knows what they're doing and when — no group texts, no miscommunication.
Calendar Integration
Sync with Google Calendar so scheduled jobs show up where your team already works. No double-entry, no missed appointments.
Reporting & Analytics
See how many leads come in, how many convert, and where jobs stall. Every quote, approval, and payment is logged in one timeline — so nothing falls through the cracks.
Communications
Email + SMS Notifications
Customers get automatic updates at every stage — quote sent, job confirmed, invoice ready. Your team gets notified the moment a new lead, approval, or payment comes in.
3-day free trial · No credit card required
Lead Intake in practice
Your whole job record in one scroll.
From intake to job brief to quote — every step shows up in a clean timeline. Your team stays synced without digging through texts or calls.
Job record
Chimney leak — Northside Services
Summary
Water intrusion near chimney flashing. Customer noted attic access is inside hallway closet.
Activity Timeline
Customer completed intake
Customer - Dana Lee · Feb 6Roof leak near the chimney + access notes added.
Photos uploaded
Customer - Dana Lee · Feb 63 exterior photos attached.
Status moved to Estimate
Skyline Roofing - Alex M. · Feb 6Auto recap routed to estimator inbox.
Quote draft created
Skyline Roofing - Alex M. · Feb 6Line items prefilled from recap.
Quoting & Finance
Quote fast. Invoice faster.
The brief arrives with everything you need. Line items pre-populate from the intake. Customer approves with a tap — then the invoice is one click away. No switching apps, no printing, no chasing.
- Line items pre-filled from the intake brief
- Customer approves digitally — no printing or wet signatures
- Invoice sent and paid online without a phone call
- All quotes, approvals, and payments tied to the same job record
Billed to
Dana Lee
742 Evergreen Terrace, Springfield
Amount due
$385.00
Secure payment · Northside Services via QuoteTxt
See it live
Try it on your next lead.
Set up in five minutes. No app for customers. Works for every trade.