Request to draft quote
From email, web form or phone summary, using your pricing.
Example workflow
Quotes out the same day. Invoices out the same hour.
An automated quoting and invoicing workflow reads incoming requests, drafts a quote from your price list for you to approve, and creates the invoice in your accounting software when the job is marked done.
The problem
The paperwork waits until evening.
Slow quotes lose jobs, and late invoices mean late payment.
What’s included
What we build.
Every build is adjusted to how your business works. This is a starting point, not a package.
One‑tap approval
Review and send from your phone.
Job done to invoice
Created automatically in your accounting tool.
Payment reminders
Polite follow-ups on overdue invoices.
Who it’s for
A good fit for
- Trades and contractors
- Signage and print
- Manufacturers
- Service businesses
- Your business?
FAQ
Common questions.
Straight answers to what owners ask us most. Anything else, ask us on the walk‑through.
Can AI write quotes from my own price list?
Yes. The workflow uses your price list and past quotes as its source, and every quote waits for your approval before it is sent.
Which accounting software does it work with?
Common small-business tools such as QuickBooks Online, Xero and Wave can be connected, as well as spreadsheets.
Free walk‑through
Let’s build yours.
Tell us what eats your week. We reply within one business day.
- On site across the GTA, or a call anywhere in Canada
- We map where your time goes, then show you what to automate first
- No cost, no obligation