Basic payment timeline
Know exactly what you pay
- 01
Try QuoteFly
$0
20-day free trial
- 02
First paid month
$14.50
50% introductory discount
- 03
Then monthly
$29
Cancel anytime
600
Quotes / month
7
Users included
Kody
AI assistance
Basic is the only plan available today: one practical workspace for customer intake, quotes, Jobs, scheduling, dispatch controls, and internal invoice records.
Basic payment timeline
Try QuoteFly
$0
20-day free trial
First paid month
$14.50
50% introductory discount
Then monthly
$29
Cancel anytime
600
Quotes / month
7
Users included
Kody
AI assistance
Current plan
Start with Basic now. Planned tiers are shown separately without publishing unverified prices or feature commitments.
For solo operators and lean crews that need to quote the work and keep the resulting Job moving.
$29/month
20-day free trial · first paid month $14.50
No credit card required
Everything available today
Role-aware access
Costs and margins stay restricted.
Schedule review
Kody suggests; your team confirms.
No payment lock-in
Monthly billing. Cancel anytime.
Honest boundaries
Planned tools are labeled before launch.
Capability guide
A clear view of the working product and its current boundaries, so you can decide whether QuoteFly fits your business today.
No feature bait-and-switch
Basic is the only plan available today. Planned capabilities remain labeled until they are release-verified.
Included in Basic
Customer intake, reusable pricing, branded PDFs, quote follow-up, and accepted-quote Job creation.
Important boundary
Quotes stay editable and require human review before they are sent.
Included in Basic
7 users with owner, admin, and member roles.
Important boundary
Members see only the customers, quotes, jobs, and follow-ups assigned to them.
Included in Basic
Day and week scheduling, crew assignment, dispatch controls, and quote-to-job handoff.
Important boundary
QuoteFly calendar only; no external-calendar sync or route optimization.
Included in Basic
Internal invoice records can be created from accepted quotes or completed Jobs.
Important boundary
Basic does not send that invoice, collect payment, or create and reconcile a QuickBooks invoice.
Included in Basic
AI-assisted drafting plus deterministic schedule, task, catalog, navigation, and review tools.
Important boundary
Kody requires human confirmation, and provider-backed AI pauses at the billing-cycle usage limit.
Included in Basic
30 days of quote history for active workspace follow-up.
Important boundary
Longer historical reporting is not included in Basic today.
Integration roadmap
QuoteFly does not currently connect to QuickBooks Online or another external accounting platform. Today, Basic supports internal invoice records and a QuickBooks-friendly CSV export. Live provider connections remain unavailable until they are release-verified.
Roadmap snapshot · August 2026
Customer demand helps set priority, but user count alone does not make an accounting integration ready.
Export reviewed accounting data for a file-based QuickBooks handoff. This is an export workflow, not a live QuickBooks connection.
The planned direction is a secure OAuth and API connection for reviewed invoice publishing and status reconciliation. No launch date is promised.
Additional provider APIs and controlled QuoteFly webhooks will be evaluated from customer demand and provider readiness. EDI is not currently planned.
Clear answers
Billing, permissions, AI usage, and current product boundaries—without the fine-print maze.
Owners and admins see the full workspace, product catalog, internal costs, and margins. Members work only with customers, follow-ups, jobs, and quotes assigned to them; internal costs and margins stay hidden.
Yes. There are no long-term contracts. Cancel anytime from your account billing settings.
Yes. Every workspace starts with a 20-day free trial with no credit card required, so you can test customer intake, quoting, Jobs, scheduling, and internal invoice records.
If you choose Basic, the first paid month is $14.50 (50% off). Basic is $29/month after that. The introductory discount applies once to an eligible workspace and is automatically added at checkout.
Basic is the only plan available today. We will publish the eligibility, pricing, and billing behavior for any additional plan before customers can change to it.
Basic can create an internal QuoteFly invoice record and export reviewed accounting data through a QuickBooks-friendly CSV workflow. QuoteFly does not currently connect to QuickBooks Online, send that invoice, collect payment, or create and reconcile a QuickBooks invoice. Provider-backed workflows will stay unavailable until they are release-verified.
AI is metered by usage, not by quotes sent. The app shows progress for the current billing cycle and warns at 25%, 50%, 75%, 85%, 95%, and 100%. At the billing-cycle limit, AI drafting and analysis pause until the next billing cycle. Kody's schedule, task, product-catalog, navigation, and review actions remain available, along with manual editing.
Not yet. We are keeping V1 simple with monthly billing first.