Solution
Send estimates and quotes customers approve from their phone.
Build a professional quote on-site, send it in a tap, and let the customer approve it then and there — so a yes becomes a booked job instead of a callback you are still waiting on. Part of Cardo CRM, and you only pay for what you use.
Book a DemoThe slow quote is the lost quote.
Most jobs are won or lost in the gap between the walkthrough and the quote landing in the customer's hands. You measure the job, promise to “get something over,” and then it has to compete with your actual workday — so the estimate goes out that night if you are disciplined, or two days later if you are slammed. By then the customer has called two other people, and the one whose quote showed up first, while they were still motivated, is the one who gets the work. Cardo CRM closes that gap by letting you build the estimate from your own pricing on your phone and send it before you leave the driveway. The customer opens a clean, itemized quote, approves it with a tap, and that approval drops straight onto your calendar as a booked job — optionally collecting a deposit on the way in. No retyping, no “did you get my email,” no quote dying in an inbox.
Quote on-site, send in a tap
Build the estimate from your saved pricing while you are still with the customer, and send it by text or email before you drive off.
Approve from the phone
The customer opens an itemized quote, taps to approve, and it becomes a booked job on your calendar — no callback required.
Deposit and invoice in one flow
An approved quote can take a deposit up front and carry its line items through to the final invoice, so the numbers never get re-keyed.
Only pay for what you use
Estimates and quotes are a module you switch on when you want it. Pair it with payments to collect deposits, with scheduling to book the approved job, or with reminders to confirm it — each is its own module you light up only if it earns its place, not a tier you are forced to buy up to.
Powered by invoicing & payments. Related: get paid faster, online booking, lead follow-up. See it by trade: contractors, HVAC.
A quote is a sales tool, not paperwork.
It is easy to treat estimates as admin — a chore to knock out after hours. But the quote is the moment the customer decides whether to trust you with the job and the money. A clean, itemized, professional-looking estimate that arrives fast does two things a scribbled number on a business card cannot: it makes you look like the organized operator the customer wants to hire, and it removes the friction that lets a “maybe” cool into a “we went with someone else.” When the quote also itemizes exactly what is and is not included, you head off the disputes that eat your margin later.
Putting quoting in the same system as your schedule and payments is what turns it from paperwork into a pipeline. You can see which estimates are still open and follow up on them, watch an approval become scheduled work without lifting a finger, and carry the agreed price straight through to the invoice so the job you quoted is the job you bill. Built around how you work: your pricing, your line items, your branding — sent at the speed that actually wins the job, instead of the speed your evening allows.
Estimates & quotes — FAQs
How fast can I get an estimate to a customer?
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While you are still standing in their driveway. You build the quote on your phone from your own pricing, and the customer gets it by text or email to review and approve on the spot — no going back to the office to type it up that night. Speed wins jobs: the contractor whose quote lands first, while the customer is still motivated, books far more work than the one who sends it three days later.
Can customers approve the quote without calling me back?
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Yes. The estimate is a link they open on their phone, see clearly itemized, and approve with a tap. That approval flows straight into Cardo CRM as a booked job on your calendar, so a yes does not sit in your inbox waiting for you to act on it — it becomes scheduled work and, if you want, collects a deposit at the same time.
Does it handle deposits and the final invoice too?
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It can. Because quoting, scheduling and payments live in the same system, an approved estimate can take a deposit up front, and the same line items carry through to the final invoice when the work is done — so you are not re-keying the numbers into a separate invoicing app and hoping they match.
Is quoting locked behind a higher plan?
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No. Estimates and quotes are a module you switch on when you want them, alongside scheduling, payments or reminders — not a feature held hostage behind a pricier tier. You only pay for what you use.
Win the job before your competitor calls back.
Book a 30-minute demo and we'll show on-site quoting and one-tap approval on a real job.
Book a Demo