QuoteHQ

CRM  ·  Proposals  ·  Scheduling  ·  Invoicing  ·  Payments  ·  QuickBooks

One place to run the business — from first hello to money in the bank.

The CRM built for service businesses — quotes, scheduling, invoicing, and books that stay right.

Start freeSee how a quote becomes money

14 days free · no card required · plans from $29.00/seat

The QuoteHQ dashboard: sales pipeline, proposals sent, and payments on the way.
Fig. 1 — the morning view: pipeline, proposals out, money on the way

What QuoteHQ does

One place to run the business, start to finish.

01Leads that don't slip through the cracks.Every deal starts as a lead in the pipeline — drag it from first call to won, and always know what's next.See how it works →02A proposal that writes itself.Describe the job in a sentence and QuoteHQ drafts the scope and priced line items — you edit, you don't stare at a blank page.See how it works →03Signed on the record, not in an inbox.Your client signs in the browser. QuoteHQ captures the ESIGN-compliant audit trail — consent, IP address, timestamp — sealed the moment it lands.See how it works →04Tasks that keep you honest.Personal to-dos and client tasks live next to the work itself, so nothing waits for you to remember it.See how it works →05The calendar fills itself in.A signed job lands on the schedule on its own — see every visit and every crew in one view.See how it works →06Invoices that go out the moment the job's done.Card or bank transfer, whichever the client prefers — a link goes out, and reminders keep chasing the balance so you don't have to call.See how it works →07Recurring bills that run themselves.Standing invoices go out on schedule and autopay collects them, so a slow month never means a forgotten one.See how it works →08The books stay right on their own.Every invoice and payment posts itself to QuickBooks, categorized, the moment money moves — nothing re-keyed.See how it works →

One product, one price

Stop juggling tools.

A CRM here, a proposal tool there, a separate e-sign app, a scheduler, an invoicing tool, and something to chase follow-ups — six logins for one job. You don’t need more apps. You need one.

CRMProposal toolE-sign toolSchedulerInvoicing toolFollow-up toolQuoteHQ

One loop, closed every time.

Seven entries, posted like a ledger — lead to quote to signed to scheduled to invoiced to paid to booked. Each one hands off to the next.

  1. 01

    Lead

    A first call becomes a card on the board.

  2. 02

    Quote

    Describe the job; the proposal writes itself.

  3. 03

    Signed

    Legally binding e-signature, sealed on the spot.

  4. 04

    Scheduled

    The signed job lands on the calendar by itself.

  5. 05

    Invoiced

    The invoice fires the moment the work is done.

  6. 06

    Paid

    Card or bank transfer, whichever the client prefers.

  7. 07

    Booked

    Every invoice and payment posts itself.

See it work

Watch a quote become money.

Click through the same five steps a real job takes — quoted, signed, invoiced, paid, and posted to the books.

A five-minute quote, priced and on its way.

Design
$1,200.00
Build-out
$600.00
Quote total$1,800.00

Built for the people who send the invoice.

BookkeepersBill clients, collect on autopay, and let every entry post itself to QuickBooks without leaving your workflow.See how →ConsultantsTurn a scope conversation into a signed SOW and a retainer that invoices itself every month.See how →ContractorsQuote the job, collect a signed acceptance and a deposit before you order a dollar of materials.See how →Home servicesRecurring visits, recurring invoices — set the schedule once and let autopay do the rest.See how →Lawn careRain skips the mow, not your books — several visits become one clean bill, and autopay collects it.See how →CleaningRecurring routes, per-person day views, and small tickets that bill without the deposit dance.See how →AgenciesWin the pitch, sign the retainer, and give every client its own workspace and monthly billing.See how →IT services & MSPsStanding monthly contracts, signed and on autopay, with books that post themselves to QuickBooks.See how →PhotographersThe date holds when the signed contract and deposit clear — the balance invoiced after the shoot.See how →Event plannersBig-ticket deposits, signed agreements, and the balance funded before the event date.See how →

Already on QuickBooks? Good.

QuoteHQ pushes every invoice and payment across — your books stay right, nothing to re-key.

See the sync

A note from me

I built QuoteHQ after watching good service businesses lose hours in the gap between winning work and getting paid — a proposal in one tool, a signature in another, an invoice in a third, and the books always a week behind.

This is early. There’s no wall of logos here — what’s real is on the page: the screenshots above are the actual product, and I read every support email myself.

— David Perez, founder

Shipping weekly — see what’s new →

Simple, per-seat pricing

Quote it this afternoon.

Every plan gets the full loop — CRM, proposals, scheduling, invoicing, and QuickBooks sync. Start the trial and see it close before the day is out.

Start freeSee pricing

14 days free · no card required · plans from $29.00/seat