Quoting & Estimating
Build a reproducible quote. Keep cost controls internal.
Maintain tenant-specific catalog data, group line items by scope section, keep cost and margin columns permission-controlled, generate a branded customer PDF, and retain the quote's revision and pipeline history.
Key features
Company equipment catalog
Maintain the make, model, list price, dealer cost, default margin, and lead-time records your quote lines draw from. Editing requires Quotes Configure permission; archived records stay on existing quotes.
Section-based line items
Group lines under Equipment, Labor, Materials, Freight, Startup, Permits, and Subcontract. The customer PDF keeps the section grouping.
Cost visibility toggle
Users with Quotes Read + Act permission can show or hide the cost and margin columns while working a quote. Customer PDF never shows cost. Your margin data stays internal.
Branded PDF export
Your logo, company details, license number. Line items by section, totals, terms. Print-ready and email-ready.
Quote revisions
Customer asks for a change? Click "Create Revision" — new revision number, linked to parent, full revision history preserved.
Pipeline analytics
Draft, sent, viewed, accepted, declined, expired, converted. Company-wide pipeline value, win rate, and average deal size on the quotes page.
What it gets you
- Reuse company-maintained catalog records instead of inventing equipment pricing
- Keep dealer cost and customer price distinct and permission-controlled
- Ghost margins prevent accidental cost leakage to customers
- Win rate analytics tell you where to focus sales effort
- Revision history protects you when scope creeps
- Convert accepted quotes to a draft work order or draft invoice
Example workflows
Review these steps against the job you want to run during your demo.
Generator installation quote
A sales rep selects a company-maintained equipment record, adds labor, freight, startup, permits, and subcontract scope by section, reviews the math, and sends the approved revision.
Repair estimate
A technician records a failed component. The office prepares a parts-and-labor quote, reviews the price, and sends it for customer approval. Staff then review the next work-order action.
Annual service contract
Sales rep builds a 12-month PM agreement with equipment list, visit frequency, materials included. Total calculates automatically as lines are added.
Questions before your first job
Can I maintain my own equipment catalog?
Yes. The catalog is company-specific. Users with Quotes Configure permission add and edit models, list prices, dealer costs, default margins, and lead times from the Equipment Catalog page under Quotes. Records are archived, never deleted, so existing quote lines keep their reference.
How does the cost visibility toggle work?
Users with Quotes Read + Act permission see a "Show Cost" / "Hide Cost" toggle for the cost and margin columns. Hide those columns before sharing the screen, and review the customer PDF before sending it.
Can I send the quote via email directly?
Yes. The Send Quote gate uses the configured PowerOps email delivery service and attaches the branded PDF. Delivery tracking depends on the verified sending domain and webhook configuration.
What happens when a quote is accepted?
An authorized person can convert an accepted quote into a draft work order or draft invoice. The selected destination receives the quote line items; review the resulting draft before scheduling or issuing it.
See the workflow and the company plan.
One flat company plan with every available module, unlimited office and field accounts, and guided onboarding included. We share the price on your demo or when a person reviews your access request. Your 14-day trial starts after access approval. No card required.