Frequently Asked Questions
Everything you need to know about QuoteMe. Can't find what you're looking for? Reach out to us.
General
What is QuoteMe?
QuoteMe is a mobile app designed for contractors and service providers that streamlines the entire quoting process. You can create professional quotes, send them to customers for digital signing, schedule jobs, generate invoices, and track your business, all from your phone.
Who is QuoteMe for?
QuoteMe is built for contractors, tradespeople, and service providers, including plumbers, electricians, handymen, landscapers, painters, builders, and anyone who sends quotes for work. Whether you're a solo operator or have a team, QuoteMe adapts to how you work.
What platforms is QuoteMe available on?
QuoteMe is launching first on iOS, with Android coming shortly after. Your customers don't need to download anything; they review and sign quotes through a web link on any device.
Do I need internet access to use QuoteMe?
You'll need internet access to send quotes, sync data, and use most features. However, you can start drafting quotes while offline and they'll sync once you're back online.
Quotes
How do I create a quote?
Tap the "+" button, choose a template or create a custom quote. Add your customer's details, customize line items and pricing, set payment terms and methods, attach site photos if needed, then generate your quote. The whole process takes just a few minutes.
What is a custom (AI) quote?
Custom quotes let you upload an existing quote, photo, or work description, and our AI automatically extracts the business information and line items for you. It's a fast way to get started if you already have a quote in another format, like a photo of a handwritten estimate or an email from a customer.
How do my customers sign quotes?
When you send a quote, your customer receives a link to a signing page. They can review all the details, including line items, pricing, and payment terms, and then sign by drawing or typing their signature. Every signature is recorded with a timestamp, IP address, and document hash for a complete audit trail.
Can I edit a quote after sending it?
Yes. You can edit a quote after sending it, which creates a new version. The customer will receive an updated link to review and sign the latest version. Previous versions are kept for your records.
What payment methods can I include on a quote?
You can list any combination of payment methods you accept: cash, check, credit card (with an optional surcharge percentage), and Venmo. Your customer sees these options on the quote so they know how to pay.
Jobs & Invoicing
What happens after a quote is signed?
When a customer signs your quote, QuoteMe automatically creates a job. From there, you can schedule the job on your calendar, assign team members, track progress, and eventually generate an invoice, all linked back to the original quote.
How does job scheduling work?
The Jobs tab includes a full calendar with month, week, and day views. You can schedule jobs for specific dates and times, assign them to team members, and see everything at a glance. Scheduled jobs show the customer name, job value, time, and location.
How do invoices work?
When a job is complete, tap "Generate Invoice" to create an invoice from the job's line items. You can adjust amounts (for partial billing or change orders), add notes, and send the invoice to your customer. Invoices are tracked through Review, Unpaid, and Paid stages.
Pricing & Billing
How much does QuoteMe cost?
QuoteMe charges just 1% of signed quote values. There are no subscriptions, no monthly fees, and no per-quote charges. You only pay when a customer actually signs a quote. Creating quotes, managing jobs, sending invoices, and using all other features is completely free.
When am I charged?
You're only charged when a quote is signed by your customer. The 1% fee is calculated based on the total value of the signed quote. Drafts, unsent quotes, and unsigned quotes cost nothing.
What are Quote Credits?
Quote Credits are rewards you earn by using QuoteMe. They apply to your quote values, meaning more money stays in your pocket. For example, if you have $1,000 in credits and send a $5,000 quote, the 1% fee is calculated on $4,000 instead of $5,000. Credits never expire.
How do I earn Quote Credits?
Pre-launch signups receive $20,000 in Quote Credits free when the app launches. On top of that, you earn credits by hitting milestones: $500 for signing up, $1,000 for completing onboarding, $3,000 for adding a payment method, $1,000 for sending your first quote, $5,000 when your first quote is signed, and more. You can also earn $2,000 per successful referral (up to 5 per year).
Account & Team
Can I have multiple team members?
Yes. You can invite team members by email and assign roles (Admin or Member) with granular permissions. Control who can view or manage quotes, jobs, and invoices, and who can administer users. Team members can be assigned to jobs and see their own schedules.
How do I get help or contact support?
You can reach us anytime at support@quoteme.app. Within the app, go to Settings → Help for in-app support. We're a small team and we take customer service seriously, so you'll hear back from a real person.
Still have questions?
We'd love to hear from you. Send us a message and we'll get back to you as soon as we can.
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