Quoting software for trade teams
Quoting is the job you do after the job. Quotiv takes the request, applies the rates and margins you already run on, and gets a buyer-ready quote out the same day — so your team stops pricing work at the kitchen table.
Built for teams that quote, not just tools that invoice
When two or three people quote, pricing drifts. One prices off last year's sheet, one discounts to close, one forgets the callout. Quotiv makes the rules the default instead of the reminder.
- Electrical
- Plumbing & gas
- HVAC & refrigeration
- Joinery & cabinetry
- Building & construction
- Commercial fit-out
From enquiry to accepted
1. The job comes in
A call, a site visit, an email with photos attached. It lands as a structured request instead of a note you have to decipher later.
2. Your rates do the work
Labour rates, materials, and the margins you actually hold are applied from your catalog — not retyped, and not guessed at 9pm.
3. The quote goes out
A clean, branded quote the client can read on a phone and accept. Same day, while the job is still warm.
What changes when the rules live in one place
Every quoter prices the same way
Rates and margin rules live in one place, so the newest person on the team quotes like the person who has been doing it for ten years.
Approvals before it leaves
Set the threshold where a discount needs a second pair of eyes. Quotes that clear it go straight out; the ones that don't wait for you.
You can see what's out there
Every quote in one pipeline with its stage and value, so nothing sits unanswered for a fortnight because nobody was tracking it.
Margin you can actually check
Discounting and margin analytics across quotes and quoters, so you find the leak while you can still do something about it.
Want the numbers for your own team? Run them through the quote ROI calculator, or see the plans and pricing.
Trades quoting FAQ
Is Quotiv suitable for a one-person trade business?
It is built for teams. Quotiv earns its keep when more than one person quotes and the pricing needs to stay consistent between them — rates, margin rules, approvals, and a shared pipeline. Plans start at $149/month, so a sole operator quoting a handful of jobs a month is likely better served by something simpler.
Which trades is it used for?
It fits any trade that quotes from a catalog of labour and materials — electrical, plumbing and gas, HVAC and refrigeration, joinery and cabinetry, building, and commercial fit-out. The common thread is quoting that involves rates, materials, and a margin you need to protect.
Do I have to rebuild my price list?
No. Your catalog, labour rates, and the margins you hold are set up once and then applied to every quote. The point is to stop re-deriving the same pricing on each job.
Can the team quote from site?
Quotes are built and sent from the browser and are designed to be read and accepted on a phone, so a client can approve without printing anything or waiting to get back to a desk.
How is this different from my accounting software?
Accounting software is built to invoice work you have already won. Quotiv covers the step before that — capturing the request, pricing it under your rules, and getting a buyer-ready quote out fast enough to win it.