See QuoTrak the way
contractors actually use it
Click through 7 steps of the real product — from your first quote to a paid invoice. Hover the pins on each screen to explore what's happening.
About 2 minutes · No signup needed · Hover pins to explore
What you're about to see
QuoTrak connects four things most contractors handle in four separate places.
Your command centre — every job at a glance
The dashboard shows you what matters the moment you log in: outstanding quotes, unpaid invoices, and your revenue for the month. No digging, no clicking around — your business in one screen.
- Revenue snapshot — sent, paid, and outstanding
- Recent quotes and invoices in one feed
- One-click to start a new quote from here
Every customer's full history — in one profile
Tap any customer to see everything: contact details, every quote you've ever sent them, every invoice, and their total lifetime spend. When a repeat client calls, you know their history before you pick up the phone. No more digging through emails.
- Full quote and invoice history per customer
- Lifetime spend at a glance
- Start a new quote for this customer in one click
Build a quote with your real costs — kept private
Add labour, materials, and subcontractor lines like any estimating tool. The Internal Workshop is your private view — it holds your actual costs and markup, and it never shows to clients. Pull items from your cost catalog to stop retyping the same rates every job.
- Labour, materials, and subcontractor line items
- Internal Workshop — costs hidden from client view
- Reuse saved items from your cost catalog
Know your margin before you send — every time
As you add each line item, your profit margin updates instantly. You see your gross margin percentage, the dollar profit, and your breakeven point — all before committing to a price. If the margin looks thin, adjust a line. No more guessing until the job's done.
- Gross margin % updates on every keystroke
- Dollar profit visible before you send
- Breakeven point so you know your floor
A branded PDF the client actually wants to open
When the quote is ready, QuoTrak generates a clean, professional PDF with your logo, colours, and contact details. Clients see itemised descriptions and totals — nothing about your costs or markup. Send by email or share a link; no printing needed.
- Your logo, business name, and contact info
- Clean itemised totals — internal costs never appear
- Email or shareable link — no printing
Client accepts — invoice is ready in one click
When the client says yes, hit "Convert to Invoice." Every line item, price, and note carries across automatically. Add a Stripe payment link and send it. The client clicks, pays by card, and the invoice marks itself as paid. No chasing, no manual reconciliation.
- One-click conversion — zero retyping
- Stripe payment link on every invoice
- Auto-marks paid when payment clears
Track every job from quote to final payment
Projects bundle every quote, invoice, and real cost for one job into a single view. As costs come in during the work, QuoTrak compares them to your quoted margin so you always know if you're on track — not just at the end when it's too late to fix.
- Quoted vs. actual margin in real time
- Deposit, progress, and final payments linked
- Full job history for every customer
You've seen it. Now try it.
Your first quote is
10 minutes away.
Free plan forever. No credit card. The margin panel, templates, and customer PDF all work on day one.
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