Custom quoting systems · Built for your business

Quoting by spreadsheet is costing you money.

I build custom quote tools for businesses with complex pricing — internal systems that track every quote, sync with QuickBooks, connect to your bank through Stripe, and price every job down to the exact cent.

Call 860-694-8633 Text me instead

One conversation. I'll tell you exactly what your quoting is leaking every week.

The problem

Complex quoting breaks everything downstream.

If your pricing has layers — materials, labor, margins, exceptions, customer-specific rates — a spreadsheet was never going to hold it.

LEAK / 01

Inaccurate numbers

A formula gets nudged, a rate goes stale, someone rounds. You find out after the job is quoted — or worse, after it's done.

Underquote → eat the loss. Overquote → lose the job.
LEAK / 02

Hours lost every week

Rebuilding the same quote logic by hand, chasing versions, re-typing everything into QuickBooks. That's owner time, not admin time.

The most expensive person in the building is doing data entry.
LEAK / 03

Zero visibility

Which quotes are out? Which closed? What's your real hit rate and margin per quote? If it lives in inboxes and spreadsheets — you're guessing.

You can't fix what you can't see.
What you get

A quoting system built around your business. Not a template.

Every build starts from how you actually price work. Deep personalization is the whole point.

$14,382.??

Down to the exact cent

Your pricing logic — materials, labor, margins, minimums, customer-specific rates — encoded once, calculated perfectly every time. No more rounding. No more "close enough."

Track every quote in one place

An internal dashboard for your team: what's out, what's won, what's stalled, and your real margins per quote. Your whole pipeline, visible at a glance.

QuickBooks, synced

Quotes flow straight into your books. No re-typing, no duplicate entry, no mismatched totals.

Bank-connected via Stripe

Get paid on quotes and see the money move — connected to your actual accounts through Stripe.

Deeply personalized

Your terminology, your workflow, your rules, your branding. It works the way your shop already thinks.

How it works

From first call to quoting machine.

01

Call or text me

Tell me how you quote today and where it hurts. I'll tell you exactly what a custom tool would fix.

15–30 min · Free
02

I map your pricing logic

We break down every rate, rule, margin, and exception in your quoting — the stuff that lives in your head and your spreadsheets.

Discovery
03

I build your tool

A custom system for your team: quote builder, tracking dashboard, QuickBooks sync, Stripe + bank connection.

Build & integrate
04

You save — every week

Exact quotes in minutes instead of hours. No inaccuracies, no double entry, full visibility. It pays for itself.

Ongoing
The payoff

What a broken quote actually costs.

$0.00
Rounding & formula errors after your logic is encoded. Every quote calculates the same way, every time.
0+ hrs
Hours back per week for a typical shop — no rebuilt spreadsheets, no re-typing into QuickBooks, no version-chasing.
0%
Of your quotes tracked — sent, viewed, won, lost. Real hit rates and real margins, not gut feel.
Connected

Your quotes. Your books. Your bank. One system.

¢
Your Quote Tool
custom-built core
📗
QuickBooks
books stay clean
💳
Stripe
payments on quotes
🏦
Your Bank
money, visible

Quote it once. Everything else updates itself.

Pricing

Custom-built. Off-the-shelf price.

Every plan includes your own quoting system, built around your exact rates — no setup fee, ever. See it working before you pay a cent: ask for your free preview.

Starter
$99/mo
For the owner who quotes solo
  • Your exact-cent pricing engine, live
  • Unlimited quotes & branded proposals
  • Customer accept links + PDF
  • 1 user
Start with Starter
MOST POPULAR
Pro
$179/mo
For shops that want paid-on-accept
  • Everything in Starter
  • Stripe deposits collected on acceptance
  • QuickBooks sync — no re-typing
  • Good / Better / Best pricing options
  • Multi-unit & fleet proposals
  • Up to 5 users
Start with Pro
BEST VALUE
Fleet
$299/mo
Everything, unlimited — the whole operation runs through it
  • Everything in Pro
  • Unlimited users, crews & locations
  • Same-week changes to your pricing engine
  • Quarterly rate & margin tune-up
  • White-glove team onboarding
  • Dedicated support — a call, not a ticket
Go Fleet
🔧 Setup & go-live: free with every plan. We encode your exact rates, connect Stripe + QuickBooks, and launch on your domain — no setup fee, ever. Annual billing gets 2 months free.
💳 Deposits & payments: 2.9% + 30¢ card · 1% ACH · 0.5% platform fee on collected deposits. For reference, shops pay $139–$329/mo for generic tools that can't hold their pricing logic — this one is yours. Questions? Call/text 860-694-8633
FAQ

Straight answers.

What does a custom quote tool cost?+
Straight answer: Starter is $99/month, Pro is $179/month, Fleet is $299/month — no setup fee on any plan, and annual billing gets you 2 months free. Every plan includes a system built around your exact pricing, not a template. Better yet, ask for a free preview and see your tool working before you pay anything.
My pricing is really complicated. Is that a problem?+
Complicated pricing is exactly why this exists. Layered materials costs, labor rates, customer-specific pricing, minimums, exceptions — the messier your logic, the more a custom tool saves you. Off-the-shelf software is what can't handle it.
How does the QuickBooks and Stripe connection work?+
Your tool connects directly to QuickBooks so quotes and invoices flow into your books without re-typing. Stripe connects to your bank accounts, so you can take payment on quotes and see money move — all from one system.
How long does a build take?+
It scales with scope, but the process is always the same: one discovery call, I map your pricing logic, then I build and integrate. You'll get a clear timeline with your quote — and yes, my quote is accurate to the cent too.
Do I need to be technical to use it?+
No. The tool is built for your team the way they already work — your terms, your workflow. If they can fill out a form, they can produce a perfect quote.
What kind of businesses do you work with?+
Any business where quoting is complex enough to go wrong: contractors, fabricators, manufacturers, service companies, distributors — if you've ever lost money on a bad quote or lost a week to spreadsheets, we should talk.
One call. That's the whole process.

Stop guessing. Start quoting to the exact cent.

Call or text and tell me how you quote today. Plans from $99/month, no setup fee — and you'll see your tool working free before you pay a cent.

860-694-8633
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No forms. No sales funnel. Just a phone number and a straight answer.
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