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Features · Quoting

Stop writing quotes in Word.

Team Scheduler builds quotes against your reusable templates, attaches them to the right client, contact, and location, and generates a branded PDF on demand. Quote, send, track, and turn it into scheduled work — all in one place.

From template to PDF in a minute

  1. Pick a template — introduction, scope of work, terms, closing. All editable per company.
  2. Attach the client & location — placeholders fill in automatically with the right names and addresses.
  3. Add line items — descriptions, quantities, and costs. Totals calculate as you type.
  4. Generate the PDF — one click. Branded with your company name and logo.
  5. Track status — Draft → Sent → Accepted → Declined. Filter and report on what’s outstanding.
Quote #2026-0042 Accepted
Prepared for
Oakwood HOA
Attn: Marcia Chen · 1842 Oak St, Pasadena CA
Line items
Weekly clubhouse cleaning$420.00
Quarterly window service$320.00
Common-area trash detail$180.00
Total$920.00
Smart placeholders

{{client.firstName}}, {{job.scheduledDate}}, {{quote.total}} — filled in automatically.

Validity tracking

Quotes auto-expire 30 days after sent unless you extend.

Reusable templates

Save your most common scope and price as a starting template.

Ready to take your scheduling out of spreadsheets?

Built for service businesses that send the same crews to the same clients every week. 20 minutes is enough to know if it fits.