Quoting software for the trades
Send quotes that win the job.
Build a detailed, professional quote for any trade in minutes. Your customer picks options and accepts online, and CloseQuotely follows up until they decide.
Free plan, no card required. 10 quotes a month.
Quote Q-2026-0042
Panel upgrade to 200A
Bright Line Electric · Lic. #EC-00000
- Remove and dispose of old panel1 job$425.00
- 200A main panel, installed1 ea$2,360.00
- Circuit breakers, AFCI/GFCI14 ea$896.00
- Permit & inspection fees1 job$185.00
Choose one
Standard surge protectionIncluded
Whole-home surge protector+$345.00
Total
$4,211.00
$1,263.30 deposit due on acceptance
Templates and starter price books for 20 trades, and room for any other
- General contracting
- Electrical
- Plumbing
- HVAC
- Painting
- Roofing
- Landscaping & lawn care
- Cleaning
- Handyman
- Flooring
- Carpentry & cabinetry
- Concrete & masonry
- Fencing & decks
- Pest control
- Pool & spa
- Solar
- Tree service
- Pressure washing
- Moving
- Appliance repair
Why it closes more
Everything between “Can you send me a price?” and “Yes.”
Itemized quotes for any job
Sections, quantities, units, labor and materials, discounts, tax on the right lines, and a deposit. Totals are calculated to the cent.
Good, better, best
Offer options and add-ons. Customers choose on their phone and the total updates as they go, so you sell up without a second visit.
Your price book, everywhere
Save your rates once. Start from a trade template and every line fills in with your own prices. No more copying old quotes.
Accepted online, in writing
Customers review a clean, branded quote and accept with a typed signature. You get an email the moment they do.
Know when they look
See when a customer opens your quote and how often. Call while you're on their mind, not a week later.
Follow-ups that stop themselves
Polite reminders go out on your schedule and stop automatically when the customer accepts, declines, or replies.
How it works
From the driveway to a signed quote.
Works on the phone in your truck and the laptop at home. Your customer never needs an account.
Built for small screens first.
- 1
Build it in minutes
Pick a template for your trade or start blank. Type to pull items from your price book.
- 2
Send a link
Email it from CloseQuotely or text the link yourself. It works on any phone, no app or login.
- 3
Get the yes
They pick options and accept. The quote locks, follow-ups stop, and you see the deposit due.
Pricing
One won job pays for years.
Start free. Upgrade when you're sending more quotes.
Free
$0 / month
- 10 quotes a month
- 50 follow-up emails a month
- Quote builder, price book, and trade templates
- Online acceptance and view tracking
- 1 follow-up sequence
Starter
$12 / month
- 100 quotes a month
- 500 follow-up emails a month
- Quote builder, price book, and trade templates
- Online acceptance and view tracking
- 3 follow-up sequences
Pro
$29 / month
- 1,000 quotes a month
- 2,000 follow-up emails a month
- Quote builder, price book, and trade templates
- Online acceptance and view tracking
- 10 follow-up sequences