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Create Custom Proposal for Commercial and Residential Estimates with IndusTrack
IndusTrack is the only software that allows you to easily create both residential and commercial types of estimates. A simple setting lets you switch between using flat rate price books or inventory-based estimates.
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Make your proposals look professional
Create service, installation, or new construction estimates and view the profit margins instantly. Choose from the existing proposal templates or build your own, including terms, signature sections, about us, notes, etc. Email professional quotes including a PDF, and a link to view all the estimate details digitally
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Get online quote approval ASAP
Get one-click approvals on estimates from your customers with digital signatures. Get onsite customer approvals on estimates while working in the field. View the status of each estimate as viewed, opened, and won
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Convert estimates to jobs with a click
Save time by automatically copying estimate details to create jobs and simplify your workflows with easy conversions. Add notes or any other additional information, and dispatch the job to the tech instantly, or save it to dispatch later.
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Instantly sync your invoices to QuickBooks
Send the approved invoices to your customers via email, with an option to attach pictures and forms to the invoices. Sync all invoices to QuickBooks and collect payments, either in IndusTrack or QuickBooks. Efficiently handle multi-location billing for the same customer, and reduce A/R with automated reminders.