Schedule and field work
Know who is going, when, and what was approved.
The day/week schedule and Job detail keep assignment, customer, scope, access instructions, and appointment status in reach.
QuoteFly features
Customer management and quoting services in one simple app
QuoteFly connects the customer, quote, accepted Job, schedule, dispatch status, and internal invoice record—without turning a small service business into a software project.
Kody prepares reviewable drafts and actions. QuoteFly does not autonomously book, dispatch, invoice, or send customer messages.
One connected workflow
From customer request to billing follow-through
Each stage has a clear input, output, and review point. The customer and approved work stay connected instead of being entered again.
01
Find or add the customer
Search by name, phone, or email. Add a new customer without rebuilding the quote context.
02
Draft and review the quote
Use saved products and services as separate line items, or ask Kody for a structured first pass.
03
Carry accepted work into a Job
An accepted quote becomes a numbered Job with the approved customer, scope, and price still connected.
04
Assign and schedule the visit
Choose an active teammate, day, start time, duration, time zone, and field instructions.
05
Dispatch with deliberate controls
Move eligible appointments through dispatch and field status changes after a person reviews the action.
06
Record the internal invoice
Create an operational invoice record from accepted or completed work for billing follow-through.
Current product proof
The field workflow, shown in the real interface
Sanitized fictional data is shown in deterministic mobile and desktop captures from the current QuoteFly workspace.
Invoice and follow-through
Keep the source quote and Job attached to the billing record.
The internal invoice record tracks totals, balance, due date, and operational status while notifications keep booking changes visible.
What is included now
A focused toolkit for a small service business
Built for owners, office staff, and field workers who need the next action to be obvious on a phone or desktop.
Explore trade workflowsCustomer and follow-up workspace
Keep contact details, notes, quotes, Jobs, and next actions tied to one customer record.
- Fast customer intake
- Name, email, and phone search
- My Day and follow-up queues
Kody-assisted quote drafting
Describe the trade, work, customer, time, and damage or inspection context in plain language.
- Clarifies missing details
- Matches saved work and customer context
- Review-only draft handoff
Scheduling and dispatch
Keep accepted work, assigned teammates, appointment times, and field status visible together.
- Day and week schedule
- Booking and rescheduling review
- In-app operational updates
Internal invoice records
Track the billing record created from accepted quotes or completed Jobs without losing source context.
- Customer total and balance
- Due date and source record
- Operational status history
Run one real customer-to-Job workflow.
Use your own customer and scope, review the quote, then see how accepted work stays connected through scheduling and follow-through.
Want the details first? See the Basic plan.