Send the quote before you leave the driveway
Pick the customer, add your lines and send a link. They choose an option, tick the extras they want and approve on their own phone. They need no app, no account and no password.
30 days free. No card needed.
One quote, worked through
Sample Plumbing Co.
Water heater replacement
- 50 gallon gas water heater, installedQty 1$1,850.00
- Expansion tank and fittingsQty 1$185.00
- Old water heater hauled awayQty 1$75.00
- Subtotal
- $2,110.00
- Sales tax (7.25%)
- $147.54
- Total
- $2,257.54
Deposit due on approval: $225.75
Before you ask for a deposit on work at a home, check what your state or province allows.
What only you see
Sample Plumbing Co.
Water heater replacement
- 50 gallon gas water heater, installedQty 1$1,850.00
- Expansion tank and fittingsQty 1$185.00
- Old water heater hauled awayQty 1$75.00
- Subtotal
- $2,110.00
- Sales tax (7.25%)
- $147.54
- Total
- $2,257.54
Deposit due on approval: $225.75
Before you ask for a deposit on work at a home, check what your state or province allows.
Only you see this part. Your customer never does.
- What it costs you
- $1,368.00
- What is left for you
- $742.00
You keep about $35 of every $100
If you price by adding a percent on top of your cost, check what that really leaves you of every $100. It is less than the percent you added.
What goes on a quote
Your lines
From your rates and your price book, or typed in on the spot. Each has a quantity, a unit and a price, and you tick whether it is taxed.
Up to 4 options
They start as Good, Better and Best. Rename them, take one away or add another, and mark the one you recommend. Your customer picks one.
Add-ons
Extras your customer can tick before they approve.
A deposit
A percent or a fixed amount, due on approval. Its invoice is made for you when your customer approves.
As much detail as you choose
"Grouped totals" shows one price for labor, one for materials and so on. "Every line" shows a price beside each line. "Both" lets them open a group to see its lines. You choose on each quote.
Photos, if you add them
Up to 12 photos of the job, and only the ones you choose. A picture of the property from above can go on too. It covers the lower 48 states and may be a few years old.
How your customer approves
- They open a private linkIt opens in the browser on their phone. No app, no account, no password.
- They chooseOne of your options, and any add-ons they want.
- They approve the way you choseA signature drawn with a finger (an e-signature), a typed name with a checkbox, or a plain button.
They can also decline, and say why. You are emailed when a quote is approved or declined.
What is kept when they approve
The name they gave, the date and time, the signature when there is one, and the network address it came from are kept with the quote.
That is a record of what happened. Whether it is enough for your purposes is for you to decide.
An approved quote can no longer be edited. Extra or changed work after that goes on a change order, which your customer approves by link before it is done.
Sending and tracking
- Email the link from TailGateBid, or copy it and send it yourself.
- A timeline on the quote shows when it was created, sent, first viewed, and approved or declined.
- A quote can be copied for the next job, given a date it is good until, and printed or saved by your customer.
- When your customer approves, the job is created, ready to schedule, and the deposit comes off the final invoice.
- Each customer has a language. The quote, its page and its email go out in English or in Spanish, whichever you set for them.
Or start from photos
An empty quote also offers Bid Partner. Take photos of the job, say what the customer wants, and its draft fills in that same quote.
In every plan
Quotes come with every plan. Solo is $29 a month, and every plan starts with 30 days free.
Not built yet
- Sending the link by text message from TailGateBid. You can email it, or copy it and send it from your own phone.
- Paying the deposit online. TailGateBid makes the deposit invoice. You take the money the way you do today, and record it.