Help centre

How to use QuoteAI

Ten short guides that follow a job from the first quote to the final invoice. Each one describes exactly what the product does — and where the automation stops and you take over.

Getting started

Set up your business in 10 minutes

Create your account, fill in the business profile that appears on every quote, contract and invoice, and pick a plan.

4 min readRead the guide

Quotes

Create a quote from a description, a voice memo or photos

Describe the job in plain language and get an itemized, taxed quote in about 30 seconds. Then edit it, offer Good/Better/Best options and pick a PDF template.

5 min readRead the guide

Send a quote and get it accepted online

Email the quote or share its link. The customer reviews and accepts on a secure page; automatic follow-ups nudge them on days 2, 5 and 10 until they answer.

4 min readRead the guide

Contracts & e-signature

Contracts and e-signature

An accepted quote becomes a contract built on your province's template. The customer signs online with an email verification code; both of you get the signed PDF and its audit certificate.

6 min readRead the guide

Jobs

Jobs: setup review, milestones and change orders

Every signed contract becomes a job with milestones, a schedule and a budget proposed by the AI. Confirm it in one click, track progress, and handle extras with change orders the customer signs.

5 min readRead the guide

Track costs, scan receipts and log time

Photograph a receipt and the AI files it against the job. Workers clock in and out from a personal link — no app, no login — and the job's margin updates in real time.

4 min readRead the guide

Invoices & payments

Invoices, e-Transfer and card payments

Deposit, progress and final invoices are generated from the contract's payment schedule. Customers pay by Interac e-Transfer or by card; reminders go out at 3, 7 and 14 days past due.

5 min readRead the guide

Team

Invite your team and set roles

Give office staff, foremen or your accountant their own login with a role that limits what they can see and do. Pro includes 2 seats, Elite 5.

3 min readRead the guide

Leads & integrations

Leads, follow-ups and review requests

Every quote request lands in the Leads pipeline — from your website widget, WhatsApp, Meta Lead Ads or Google Local Services Ads. Follow up until it is won or lost, within Canada's anti-spam rules.

5 min readRead the guide

Integrations and importing your old quotes

Send from your own Gmail, sync milestones to Google Calendar or Outlook, post paid invoices to QuickBooks or Wave, take card payments with Stripe, and import years of past quotes from a spreadsheet or old PDFs.

5 min readRead the guide

Still stuck?

Write to us or open the chat in the bottom corner — a person answers during business hours (Eastern).