QuoteFly is quoting, customer management, scheduling, and dispatch software for solo contractors and small service teams. Keep each customer, quote, accepted Job, scheduled visit, dispatch update, and internal invoice record connected. Ask Kody to prepare a first pass, then review every customer, line item, price, and action before anything changes.
No credit card · First paid month $14.50 · Then $29/month
Quotes
QuoteFly workspace
Quick Quote
Choose a customer, price the work, preview, and create.
Trade
Quick actions
Total $189.00
Editable quote sheet
Heat pump tune-up
Customer
Elena Torres
(555) 013-0198 · elena@ridgeview-hvac.example
Line 1
Seasonal maintenance
Inspect, clean, and test the heat pump system.
Qty
1
Price
$189
Total
$189
Less paperwork drift
QuoteFly keeps the practical steps connected, so a lead does not disappear between a phone call, a note, a spreadsheet, and an unfinished estimate.
Find or add the customer, then build the scope, quantities, and customer price while the details are fresh.
Check the customer-facing total and branded PDF before you create and share the quote.
Move an accepted quote into a numbered Job without re-entering the customer or approved scope.
Choose an active teammate, book the visit, and see scheduled work by day or week.
Move eligible appointments through dispatch, arrival, and completion from the Jobs workspace.
Create an internal invoice record from an accepted quote or completed Job and keep the next action visible.
The real QuoteFly operations workspace
Follow three real product stories, then switch views to inspect the workspace at each step. Every screen uses the same deterministic fictional home-services business.
Actual QuoteFly interface · Sanitized fictional data · No production customer data, internal costs, or margins.
01Focus and review
Start with assigned tasks, quote momentum, and active jobs. When the schedule needs a second look, Kody can organize tenant-scoped appointments into a practical review.
Tasks and Kody reviews are workspace guidance. These views do not contact customers or change the schedule.
My Day · QuoteFly workspace
02Schedule and dispatch
Book day or week appointments, assign an active teammate, and carry the source quote, access notes, and visit history into the Job workspace.
Scheduling, dispatch, arrival, and completion remain deliberate team actions. QuoteFly does not perform route optimization.
Schedule · QuoteFly workspace
03Invoice and follow-through
Record the customer total, balance, due date, source quote, and Job, then keep booking and dispatch updates visible inside the workspace.
Internal invoice records do not collect payment. In-app notifications do not send customer email or text messages.
Invoice record · QuoteFly workspace
Start with the same customer-to-job workflow shown here. Your team stays in control of every schedule, dispatch, invoice, and customer-facing action.
Kody turns requests into reviewable work
See how Kody can prepare a customer, organize a new quote, surface today’s priorities, or find a QuoteFly calendar opening for an accepted-quote Job—without saving or sending anything before you confirm.
Explore the guided Kody simulationFour workflows. One assistant.
Fictional sample workspace
Guided product simulation. No AI API call or record mutation.
Built around the way trades quote
Use reusable products and service patterns as a starting point, then adjust the scope, units, costs, and customer price to match how your business actually works.
Swipe to explore trades on mobile.
View all contractor solutionsA practical fit for small teams
QuoteFly is built for solo operators and small service crews that need to quote clearly, keep customer context close, and move accepted work into a scheduled Job without rebuilding the paperwork.
A strong fit
Clear boundaries today
A simple place to start
Test QuoteFly with your own customers and job scopes for 20 days. Review the workflow before deciding whether it belongs in your business.
Basic
Available now$29/month
Your first paid month is $14.50 after the free trial. Then the standard monthly price applies.
No credit card required to start.
Straight answers
No. Kody can organize a starting draft using the information available in your workspace, but you review the scope, quantities, prices, and customer-facing message before anything is created or sent.
Owners and admins can manage products and internal costs. Members can work with assigned customers and quotes without receiving access to protected cost and margin information.
QuoteFly scopes customer, quote, retrieval, and AI activity to the signed-in tenant. Kody only receives the authorized workspace context required for the request.
Yes. Customer intake, quote building, branded PDF review, sharing, and follow-up are designed for mobile and desktop use.
Yes. Choose a quote template, upload your logo, set your brand color, and preview how the customer-facing PDF will look.
The trial lasts 20 days. If you choose Basic, the first paid month is $14.50, then $29 per month. You stay in control of whether to continue.
