Asks the right questions for your trade
Are both trees being removed, trimmed, or are you not sure yet?
Both removed. One is leaning toward the fence.
Get the details before your competition does
Send customers one link. They add photos, talk through details, and you get a quote-ready brief before the job goes cold.
Hi Alex! I'm here to make things easy and capture a few details so we can get started on a quote with Mike's Electric. Can you confirm your address so we can verify property details first?
What is the service address?
Sharing the address helps with scheduling, travel time, and accurate quoting.
123 Main St.
Use this addressSkip for now
123 Main St.
Thanks. What kind of work do you need done?
Choose a service
Pick one to get started. You can add details next.
Tree removal
Tree trimming
Storm cleanup
Skip for now
Next, add a couple photos so I can see the access and what needs work.
Photos included
Ready for live analysis
Detail capture
The job details, without the phone tag.
Live photo analysis captures details and guides the conversation.
Photo added: leaking pipe under sink.
Detected: active leak, shutoff visible, cabinet access is tight.
Follows up until the brief is done
Can crews reach it from the driveway, or only through a side gate?
Side gate. About 42 inches wide.
Quote-ready brief
One brief, ready to price
Scope, photos, timing, access notes, and open questions land in one place.
Scope + Details
Photos + Specifics
Location + Access
Timing + Constraints
Review & submit
Double-check details, then submit to send this job.
Recap
Mini-split install for the upstairs room. Customer added photos of the wall, panel, and exterior access path.
Service details
Service neededMini-split install
Room / areaUpstairs bedroom
Timing
TimelineWithin 2 weeks
Access
Address123 Main St.
Exterior accessSide gate, 42 inches wide
Attached images
Wall
Panel
Access
Fits your workflow
Keep the tools you already use
Use QuoteTxt as the front door for better job details, then quote in QuoteTxt or hand the brief to your current process.
QuoteTxt
CRM
Spreadsheet
Field app
Job context
Your whole job — in one scroll.
After the brief, the job record keeps the chat, timeline, quote, invoice, and notes together.
Job record
Chimney leak — Northside Services
742 Evergreen Terrace, Springfield, IL
Summary
Water intrusion near chimney flashing. Customer noted attic access is inside hallway closet.
Activity Timeline
Customer completed chat
Customer - Dana Lee · Feb 6Roof leak near the chimney + access notes added.
Photos attached to job
Customer - Dana Lee · Feb 6Chimney, attic access, and roofline photos attached.
Brief ready for estimator
Northside Services - Alex M. · Feb 6Scope, access, timing, and open questions ready for review.
Quote draft created
Northside Services - Alex M. · Feb 6Line items started from the job brief.
Quoting & finance
Quote fast. Invoice faster.
When you want to keep going in QuoteTxt, build the quote, send it, and invoice from the same job record.
- Build the quote from the same job record
- Send approval without printing or PDFs
- Create the invoice when the job is ready
See it live
Try it on your next job.
Free for 14 days. No app for customers. Plans from $29/mo. Cancel anytime.