Quoting software for service businesses: from estimate to approved quote
In a service business, quotes are often priced in the evening: photos on the phone, measurements on a scrap of paper and a price based on the last similar job. When the quote finally goes out, its status is unclear, and the approval arrives by email or over the phone.
Published 2026-10-01
Where quoting eats time
Time goes in three places: estimating the labour, pricing materials and following up. If the quote is not tied to any system, an approved quote still has to be copied into a project and later onto an invoice.
There is also the cost of quotes that are never followed up. A client who meant to accept but got busy simply drifts away. Without a clear list of open quotes, it is hard to know who to call.
How a quote is built in Raslak Hub
- The Rax assistant drafts a quote from a description, or from photos and the site address. Rax shows its calculation and waits for your approval; it never sends anything on its own.
- Materials are added from your own price list or from store prices, with your margin included.
- You preview the quote email and send the quote to the client as a link. A PDF version is also available.
- The client accepts or rejects the quote in the portal with one button, and you get a notification of the decision.
- An approved quote is converted into a project, and the invoice follows later without copying.
The quote list shows drafts, sent, accepted, rejected and expired quotes, along with your acceptance rate.
The quote details stay with the project, so whoever invoices can see exactly what the client was promised. Because the client clicks a button rather than replying to an email, there is no doubt about which version they approved or when.
The next quote lands closer
When a project is finished, the quoted and actual hours and the margin are saved. Rax tells you where the estimate was right and where it missed, so you can price the next quote on your own track record. Hub was built inside a working service business, and AI has been at its core from the start. The same flow works for cleaning, maintenance, painting and consulting.
Over time this gives you something most businesses do not have: a record of how long jobs really take. It turns pricing from a guess based on the last job into a decision based on many.
Price your next quote in Hub
Try it for 14 days without a payment card. Price one real quote and send it to a client for approval.
If the client accepts, you can turn the quote into a project straight away.
Frequently asked questions
Does Rax send quotes automatically?
No. Rax drafts the quote and shows the calculation, but the quote is only sent when you approve it.
How does the client approve a quote?
The client receives the quote as a link and accepts or rejects it in the portal. You get a notification of the decision.
Does an accepted quote become a project?
Yes. An accepted quote is converted into a project, and you can invoice from it later.
Can materials be priced from store prices?
Yes. Materials can come from your own price list or from store prices, and the selected lines move to the quote with your margin added.
In Raslak Hub: Quotes · Material prices · Client portal · All articles