Customer details live everywhere
A name in your phone, a scope in a text, and the job address on a scrap of paper.
Keep contact details, notes, and quote history together in one searchable customer record.
Built for the trades
Built for the work. Not the paperwork.
QuoteFly is practical quoting software for contractors who need to turn fresh job details into a clear quote, then schedule, dispatch, and finish the work without rebuilding the record.
Customer and quote recordsAccepted-quote JobsDay and week schedulesInternal invoice records
The QuoteFly difference
Finish the visit. Build the quote. Keep moving.
The real problem
The work changes. The quoting headaches do not.
Small crews do not need more software to manage. They need fewer loose ends between the first call and the customer saying yes.
The estimate happens after hours
The workday ends, then the real paperwork starts back at the kitchen table.
Build and review the quote from your phone while the job details are still fresh.
Pricing gets rebuilt from memory
Labor, material, and markup drift when every estimate starts from a blank page.
Reuse work names and pricing defaults, then adjust cost and customer price for the job.
Good quotes lose momentum
A professional estimate still goes cold when nobody can see what needs follow-up.
Track quote status and next actions without running a separate sales spreadsheet.
See Kody in action
One request becomes organized work.
Kody can understand a plain-language request, find the right workspace context, and prepare structured fields for review. Choose a sample workflow to see the handoff.
Guided product simulation. Fictional sample workspace. No AI API call or record mutation.
Kody workspace preview
Human review stays in control
Choose a workflow
What Kody does
- 1Understand the request
- 2Structure the right fields
- 3Prepare a reviewable result
Showing the Add customer sample result.
You ask Kody
“Add customer Jon Bacon 555-555-0168 jon.bacon@example.com”
Customer intake
Prepared for your review
Kody separates the contact details and prepares a customer record for review.
First name
Jon
Last name
Bacon
Phone
(555) 555-0168
jon.bacon@example.com
Ready for review. Confirm once to add Jon to the customer list.
You ask Kody
“Prepare a construction quote for Rober California: custom dining table, $2,000 materials and $1,500 labor.”
Quote preparation
Prepared for your review
Kody matches the customer and turns the scope and prices into editable quote fields.
Customer
Rober California
Trade
Construction
Quote title
Custom Wooden Dining Table Quote
Separate line itemsCustomer price
Custom wooden table materials$2,000
Custom wooden table labor$1,500
Customer total$3,500
You ask Kody
“Kody, what needs my attention today?”
Workspace review
Prepared for your review
Kody ranks the active tasks assigned to you that are overdue or due today.
Call Morgan about the sent estimate
Customer follow-up · assigned to you
Confirm tomorrow’s HVAC access
Appointment prep · assigned to you
Review the table quote measurements
Quote follow-up · assigned to you
Read-only task review using fictional sample data. Kody only ranks your assigned active tasks; this example does not change any record.
You ask Kody
“Find a 2-hour opening next Thursday between 8 AM and 5 PM for Job #104, then prepare it for review.”
Schedule and dispatch review
Prepared for your review
Kody checks the assigned team member’s active QuoteFly bookings and prepares up to three non-overlapping openings.
Accepted quote
Custom dining table · $3,500
Linked Job
#104 · Rober California
Assigned to
Alex Rivera
QuoteFly calendar opening
Thursday · 10:00 AM–12:00 PM
No active booking overlap. Review this opening, then confirm once to add the visit to QuoteFly’s schedule.
Dispatch is a second confirmed step after booking. This preview does not send email or text messages, optimize routes, or update an external calendar.
Review the customer, scope, quantities, prices, and next action before confirming.
Customer search and structured intake
Separate, editable quote line items
Accepted-quote Job booking review
Tenant-scoped, permission-aware review
Quotes
QuoteFly workspace
Quick Quote
Choose a customer, price the work, preview, and create.
Trade
HVAC
Quick actions
Total $189.00
Add customerBrowse jobs
Editable quote sheet
Heat pump tune-up
Elena Torres
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
1 lineTotal $189.00
Create Quote
HomeCustomersNew quoteQuotesActivity
One connected field workflow
From a clear quote to a scheduled, completed Job
QuoteFly keeps the commercial quote separate from the operational Job, while carrying the approved customer and scope forward. You can finish with an internal invoice record; external invoice sending, payment collection, and QuickBooks invoice creation are not part of this workflow.
See Kody find a QuoteFly calendar opening and prepare dispatch for review- 01
Capture and price
Find or add the customer, then build the scope, quantities, and customer price while the details are fresh.
- 02
Review and share
Check the customer-facing total and branded PDF before you create and share the quote.
- 03
Turn yes into a Job
Move an accepted quote into a numbered Job without re-entering its customer or approved scope.
- 04
Assign and schedule
Choose an active teammate, then book directly or ask Kody to find an opening without overlapping that teammate’s active QuoteFly bookings. You confirm the visit before it reaches the calendar.
- 05
Dispatch and complete
Move eligible appointments through dispatch, arrival, and completion from the field workspace.
- 06
Create the internal invoice
Create and review an internal invoice record from an accepted quote or completed Job.
Built around real jobs
Your trade has its own details. QuoteFly gives them a clear place.
Start with the same fast customer-to-quote workflow, then shape the labor, materials, quantities, and options around how your business actually prices work.
HVAC
The quoting problem
Replacement options should not wait for the office.
Build the base system scope, separate startup work, and give upgrades or ductwork their own clear option.
Quote blueprint
- 1Equipment and installation
- 2Startup and testing
- 3Ductwork alternate
Plumbing
The quoting problem
Diagnosis can change the job in a hurry.
Keep the service call, likely repair, and possible add-on separate so the customer can understand the path forward.
Quote blueprint
- 1Diagnostic visit
- 2Primary repair
- 3Replacement option
Flooring
The quoting problem
Prep and finish work are where margins disappear.
Price the square footage, then keep demolition, leveling, waste, transitions, and finish work visible.
Quote blueprint
- 1Floor preparation
- 2Material by square foot
- 3Transitions and finish
QuoteFly advantage
- Flexible quantities
- Pricing defaults
- Optional upgrades
Roofing
The quoting problem
One lump sum hides the work that protects the job.
Spell out tear-off, disposal, flashing, underlayment, and allowances without making the quote hard to read.
Quote blueprint
- 1Tear-off and disposal
- 2Roofing system
- 3Deck repair allowance
Landscaping
The quoting problem
Recurring work and one-off installs price differently.
Mix area, hourly, and flat-quantity work in one quote while keeping materials and optional services easy to scan.
Quote blueprint
- 1Site preparation
- 2Labor and materials
- 3Ongoing service option
Construction
The quoting problem
Complex work still needs a simple customer decision.
Organize multi-step labor, material, cleanup, and upgrade alternates into a quote the customer can actually follow.
Quote blueprint
- 1Demolition and prep
- 2Labor and materials
- 3Upgrade alternate
For working crews
The app should fit the job. Not slow it down.
QuoteFly is designed for the person answering the call, walking the site, pricing the work, and keeping the customer informed—often all in the same day.
- 44px mobile controls built for fast field use
- Customer-visible pricing kept separate from internal cost
- A focused workspace for customers, quotes, and follow-up
Inspect the job
Photo by Emmanuel Ikwuegbu
Measure the work
Photo by Valentina Giarre
Price the details
Photo by Bermix Studio
Keep the job moving
Photo by Jason Richard
Give your next quote the same care you give the work.
Start with a sample customer, price a real job, and review the customer-facing PDF during your 20-day trial. No credit card required. Your first paid month is $14.50.