We use cookies and local storage to keep you logged in, remember your preferences, and provide core functionality. By using QuotePilot, you agree to our use of cookies.

Read our Cookie Policy
Simple Quoting for Service Businesses

Create professional quotes in minutes, not hours.

QuotePilot turns your pricing into polished, branded quotes customers can accept in minutes. Publish interactive calculators that capture leads, attach a Pay Now button to every quote, and track your revenue — all in one place. For bigger jobs, switch to construction mode with labor groups, per-line tax, change orders, and purchase orders.

6-day free trial · No credit card required

Quote #QP-00482

Auset Detailing Services

Q

Full exterior detail

SUV · 1 coat sealant

$110

Engine bay cleaning

Degrease + dressing

$45

Interior deep clean

Shampoo + condition

$225
Total$380

Built in minutes

not hours

Beta Program

Beta Tester Guarantee

Enroll as a beta tester and get a free account for 2 months (Basic or Pro — we'll pick the right fit together). After that, you start paying for your subscription, and the guarantee still holds: if you're not happy with that first paid month and we've spent at least 3 hours on Zoom calls together working to find a solution, we'll refund your payment 100%.

  • 2 months free (Basic or Pro)
  • 3+ hours of Zoom support
  • First paid month refundable
  • Reach out beforehand to enroll

You must reach out beforehand to enroll as a beta tester. The guarantee covers your first paid month only — once you're billed for your second paid month, the guarantee is off. Free access is for active beta testers, we may end it early if a tester isn't helping us test and improve the app. Refunded payments are final; a refunded account does not revert to free access.

Everything you need to quote faster

From pricing sheets to shareable calculators — QuotePilot handles the entire quoting workflow for trade and service businesses.

Fast Quote Builder

Create professional, auto-numbered quotes in minutes. Add line items, apply discounts, and calculate tax — straight from your master pricing sheet.

Master Pricing Sheets

Build reusable pricing structures with service tiers, condition ratings, and add-ons. Pick your trade and get a free starter template — HVAC, plumbing, landscaping, electrical, roofing, cleaning, and more.

Interactive Pricing Calculators

Publish a link or embed calculators on your website. Customers get instant estimates — you capture the lead and convert it to a quote in one click.

Good/Better/Best Packages · Pro

Present multiple pricing tiers in a single quote — each with its own line items, custom fields, and discounts. Mark one as "recommended" to win more jobs.

Instant Online Payments · Pro

Add your own Stripe, PayPal, or Square link and attach a Pay Now button to every quote. Customers pay in a click — you get paid faster.

Revenue & Lead Analytics · Pro

Track monthly revenue, yearly growth, average quote value, lead volume, and conversion rates with custom date range filters.

QuickBooks Excel Export · Pro

Download a 16-sheet Excel workbook with every quote, invoice, payment, tax, discount, and customer — ready to import into QuickBooks or any accounting tool.

Invoices from Accepted Quotes · Pro

Convert any accepted quote into an invoice with one click. Track payments, deposits, and remaining balances — all included in the Excel export.

Built for Construction & Interior Design

Project quoting for bigger jobs

Remodels, renovations, and design builds need more than a line-item list. QuotePilot's construction mode handles labor groups, per-line tax, and change orders — all on one itemized PDF.

Construction Project Quoting

A dedicated editor for remodels, renovations, and interior design. Split costs into labor, materials, and other — with per-line tax, item specs, and room/phase grouping.

Labor Groups & Staff Rates

Nest team members under a labor header with hours × hourly rate. Save your crew once and autofill them onto every project quote.

Change Orders & Locked Quotes

Accepted quotes lock to preserve the agreed scope. Any later changes go through formal change orders that append to the same PDF — no editing history.

Purchase Orders · Pro

Generate POs straight from an accepted quote — pre-filled with materials and specs. Track delivery status and keep purchasing organized by job.

Vendor Directory · Pro

Maintain a directory of suppliers and subcontractors with contacts, lead times, and categories. Link vendors to materials and POs to track spending.

Deposit Collection · Pro

Set a deposit percentage on accepted projects, mark it paid, and track outstanding balances — plus a payment ledger for progress payments.

Markup Presets & Job Costing · Pro

Enter your unit cost on any labor or material line, then click a 25%, 35%, or 50% markup preset to auto-calculate the sell price. Margin is tracked per item and across the whole quote — costs stay private, never on the client PDF.

Revenue Accounting · Pro

A dedicated accounting view tracks accepted project totals, deposits collected, and accounts receivable across every job — built for project-based cash flow.

QuickBooks Excel Export · Pro

Download a 16-sheet Excel workbook with every quote, invoice, payment, deposit, change order, PO, and profit margin — filter by date range or client before exporting.

How it works

Three steps from sign-up to sent quote.

1

Set Up Your Business Profile

Add your business name, logo, industry, services, and tax rate. For trade businesses, setting your industry auto-generates a free starter pricing sheet you can customize — the foundation for every quote you generate.

2

Build Professional Quotes

Trade businesses use the Quote Calculator to build quotes from pricing sheets. Construction businesses use the project editor to split labor, materials, and other costs with per-line tax, room/phase grouping, deposits, and change orders.

3

Send & Track

Download a branded PDF quote to share with your customer, track every quote from draft to accepted, and — for construction projects — generate purchase orders from accepted quotes to manage vendors and delivery.

Live Demo

Build a quote in real time

Pick your industry, add services, and watch a professional quote come together — just like you would in QuotePilot.

📝 Note:These are just a few examples — QuotePilot works for any service-based or project-based business. The quote builder and calculators adapt to your specific services and pricing.
Builder

Set the quality level for this quote — prices update instantly.

1 = Like New · 5 = Heavy Wear
1 = Sedan · 2 = SUV · 3 = Truck

Ceramic Coating

Quote Preview

Client View

This is what your customer receives

YOUR BUSINESS

Quote #1238Nov 2, 2026

Bill To: Customer Name

Add services to build your quote…

Subtotal$0.00
Tax (7%)$0.00
Quote Total$0.00
Preview Only — not a real quote

Ready to quote like a pro?

Join trade and construction businesses using QuotePilot to generate quotes faster, win more jobs, and capture more leads.

No credit card for trial Cancel anytime Setup in under 5 minutes

Frequently Asked Questions

Everything you need to know before getting started.