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Summit Home Services · Service toolkit

Quote Builder

Build a written quote from the price book in about a minute. The trip charge is never forgotten, parts are priced at your markup, and the owner sees the margin before the customer sees the price.

Q-0000 Draft Saved
Saved quotes 0

1Customer & job

Pick an existing customer or type a new one.

2Line items

Quick start

3Pricing options

After-hours rate
Switches labor to the nights & weekends rate.
Good / Better / Best
Show the customer up to three packages side by side, like repair vs. replace.
Discount
Sales tax
Parts and materials only. Labor and service fees are not taxed.
8.25%

Customer preview

Exactly what the customer gets. Costs and margin never leave the owner view.

Saved quotes

Stored in this browser

Add from price book

Parts are priced at cost + 45% markup from the price book. You can change any price on the quote.