Help center

Basics

Getting started with Quotrr

Create your account, set up your price book, and send your first proposal in under ten minutes.

Proposals

Building your first proposal

Pull line items from your price book, add photos, and send a clean proposal as a link.

Customer portal

Sending the magic-link customer portal

Your customer follows the whole job from a link, with no app and no password.

Follow-up

The seven-touch follow-up cadence

Deals close on the seventh touch, but most contractors stop at two. Quotrr makes seven the default.

Reputation

Understanding your Quotrr Score

A legible 0 to 100 score built from verified completed jobs, with a formula anyone can read.

Reputation

Your Props and reviews

Props are five-second tap-tag reviews tied to verified jobs. They are permanent, and that is the point.

Premium

The Apple Wallet pass

Put your verified reputation in a customer's Apple Wallet so it travels with them.

Switching

Switching from Jobber or Housecall Pro

Bring your customers and history over with a CSV import, and move at your own pace.

Basics

Setting up bilingual English and Spanish

Pick your language, and send customer-facing documents in English or Spanish.

Premium

Billing and Premium

The core is free forever. Premium is $5 a week or $150 a year, with no per-seat tax and no lead fees.

Price Book

Setting up your price book

Build a three-level price book once so every proposal is a few taps instead of a blank page.

Price Book

Saving proposal templates

Turn a bundle of line items you quote often into a reusable template, then fork it per job.

Workflow

The work pipeline

Every record moves through Leads, Proposals, and Jobs, and it works whether or not you have signal.

Workflow

Design Studio

Let a homeowner see the project on their own yard, right from the estimate page.

Customer portal

When a customer signs

The moment a homeowner signs from the link, you are notified, the job advances, and nothing gets re-keyed.

Field

Capturing the field: photos, queue, and voice

Pin photos to location, write through the offline queue, and turn a spoken note into a job log.

Field

Working offline

Quotrr keeps working with no signal in a backyard or pump room, then catches up when bars return.

Quinn

Meet Quinn

Quinn answers from your own data, cites it inline with tappable citations, and is cost-capped server-side.

Quinn

Voice to proposal

Walk the site, talk it through, and have Quinn draft a proposal with measured line items prefilled.

Money

Getting paid with Apple Pay

Take payment with Apple Pay today. Card payments are coming, and we will tell you when they are live.

Money

Payment milestones

Tie payments to stages so a deposit and progress payments come due as the job advances.

Money

Invoicing basics

Send an invoice your customer opens from a link, and mark it paid only when the money actually moved.

Money

Change orders

Write a one-tap change order mid-job, collect with Apple Pay, and keep scope and the number honest.

Reputation

What a Verified Outcome is

A Verified Outcome is a job that is completed, signed, photographed, and GPS checked-in. Here is why each piece matters.

Reputation

The Rep Badge widget for your website

An embeddable badge that shows your live Quotrr Score and verified count, and links back to your public profile.

Reputation

Responding to Props

You can respond to any Prop, but you can never delete or hide one. Here is how to respond well and how to flag fraud for review.

Reputation

Your public profile

Your public profile is proof first, not a sales pitch. Here is what shows on it and why.

Switching

Switching from ServiceTitan

Moving off ServiceTitan, calm and practical. What comes over by CSV, and what to set up first.

Switching

Importing your data on day one

Day-one CSV import from Jobber and Housecall Pro. What fields map, and what to check after.

Agents

AI agents and your listing

How AI agents read Quotrr: free anonymized price reads, scoped expiring tokens for anything done for a person, every query logged, and you can opt out.

Bilingual

Translating messages between languages

Per-message translation in mixed-language threads, so each side reads in their own language. Set a per-user preference of es, en, or auto.

Basics

Using Quotrr on a tablet

Run Quotrr on an iPad in the field and at the desk. Larger price-book and proposal views, one record across phone and tablet.