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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

PhoneToQuote serves as an efficient quoting solution tailored for individual painters and small painting businesses. Users can articulate the specifics of a painting project either by speaking or typing into their phones, allowing the tool to compile this information into a structured quote based on the contractor’s predetermined rates. Contractors have the opportunity to examine and modify each detail, utilize the Quote Replay feature to hear the total amount, and subsequently send a private link to the client. Clients can either approve the quote or ask for modifications without needing to download any application. This streamlined process is specifically designed to facilitate the creation and transmission of painting estimates directly from a mobile device, especially after engaging in discussions about the project with the client. By using the contractor's established rates, the generated estimate accurately represents those figures rather than relying on a generic pricing model. Before the contractor shares the quote, they can review and tailor the line items to better suit the job requirements. This flexibility ensures that both parties are on the same page and enhances the overall customer experience.

Description

TradeQuote serves as a web-based solution for contractors and tradespeople, enabling them to efficiently generate and oversee PDF quotes and invoices. Users have the ability to manage deposits, utilize templates tailored to their trades, maintain client information, incorporate their business logos into documents, and access or replicate their document history. The platform facilitates document sharing via email and allows users to integrate jobs with Google Calendar or export them as .ics files. For workflows in Québec, the service includes distinct GST and QST calculations and the option to print an RBQ licence number on invoices and quotes; it also accommodates tax settings relevant to other regions. While a free plan permits the creation of up to five documents monthly with a watermark, the Pro version enhances functionality by offering accounting exports to QuickBooks and Excel. Notably, TradeQuote operates entirely within a web browser, eliminating the need for account creation, and is available in both English and French. This versatility makes it a valuable tool for professionals seeking streamlined administrative processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$9/month
A 7-day trial includes up to 3 quotes and requires a payment card. The plan is $9/month for up to 50 new quotes per billing month. The first $9 charge is due on day 7 unless you cancel, with a reminder email 3 days beforehand. Cancel anytime from Billing.
Free Trial Yes 
Free Version No 

Pricing Details

CA$19/month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

PhoneToQuote

Website

phonetoquote.com

Vendor Details

Company Name

Faitle

Website

tradequote.faitle.net/en

Product Features

Construction Estimating

Accounting Integration No 
Audit Trail No 
Bid Management No 
Billing & Invoicing No 
Building Product Database No 
Calculators No 
Change Orders No 
Contract Management No 
Cost Database No 
Customer Management No 
Customizable Templates No 
Electrical Estimating No 
HVAC Estimating No 
Historical Database No 
Job Costing No 
Plumbing Estimating No 
Price Data / Price Books No 
Project Management No 
Quote Management No 
Reporting/Analytics No 
Scheduling No 
Subcontractor Management No 
Takeoff No 
What-if Analysis No 

Product Features

Construction Estimating

Accounting Integration No 
Audit Trail No 
Bid Management No 
Billing & Invoicing No 
Building Product Database No 
Calculators No 
Change Orders No 
Contract Management No 
Cost Database No 
Customer Management No 
Customizable Templates No 
Electrical Estimating No 
HVAC Estimating No 
Historical Database No 
Job Costing No 
Plumbing Estimating No 
Price Data / Price Books No 
Project Management No 
Quote Management No 
Reporting/Analytics No 
Scheduling No 
Subcontractor Management No 
Takeoff No 
What-if Analysis No 

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No Alternatives

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