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Interactive workflow preview

Run the quote board the way an owner-operator actually would.

This first real slice lets you log a quote, see which jobs need a ping next, and close them as won, lost, or parked. Everything on this page stays in your browser. If you want a saved board, start the persistent workspace.

Start a saved workspace

Try the workflow

Add a real quote in under a minute.

Loaded with realistic demo jobs. Add one from your own pipeline.

Open revenue

$24,350

Overdue

1

Due today

1

Won so far

$1,240

Overdue and due today

Needs attention

Northside panel upgrade

Electrical • $4,450

overdue
Next ping Apr 12
Preferred by text
Need to confirm permit timing with the owner.

Garcia bathroom remodel

Remodeling • $12,800

today
Next ping Apr 13
Preferred by call
Homeowner asked for a labor breakout before booking.

Next pings already scheduled

Coming up

Bluebird exterior paint

Painting • $7,100

upcoming
Next ping Apr 15
Preferred by email
Waiting on HOA color approval.

Closed out

Won, lost, or parked

Lakeside sump pump

Plumbing • $1,240

won

Booked for Thursday morning.

Ready-to-send follow-up plan

Today's scripts

Copy a call, text, or email prompt for the quotes that need attention first.

Northside panel upgrade

Electrical • $4,450 • text

Text Northside panel upgrade: "Checking in on the electrical quote for $4,450 I sent on Apr 5. Any questions before I hold a spot for you?" This follow-up is overdue. Mention Need to confirm permit timing with the owner.

Garcia bathroom remodel

Remodeling • $12,800 • call

Call Garcia bathroom remodel about the remodeling quote for $12,800 sent Apr 9. This follow-up is due today. Mention Homeowner asked for a labor breakout before booking.