Free • Pro • Enterprise
Choose the workflow your shop needs
Start with quoting for free, add CRM and operations with Pro, or move to Enterprise when your team needs deeper controls and collaboration.
Features
Free
$0/mo
Pro
$99/mo • 1 user
Enterprise
$199/mo • up to 4 users
Quote Management
Monthly quote limit
5 quotes
Unlimited
Unlimited
Quote & estimate calculator
Embroidery, DTF & screen-print estimating
PDF exports
Material Database (294 vinyls & substrates)
Auto-fill pricing from material database
Quote templates
Reusable quote templates
Supporting documents (supplier quotes, specs)
Digital signatures
Customer Management & CRM
Customer database
Customer segmentation (tags, engagement scores, purchase history)
Filter by customer segments & tags
Customer history
Customer notes
Import customers from SignTracker, shopVOX, Jobber, Estimate Rocket
Customer portal for quotes, projects, designs & messages
Customer design approvals
Customer-initiated support requests
Sales pipeline with drag-and-drop stages
Lead management & tracking
Automation & Workflows
Email automation
Follow-up reminders
Custom email templates
Automated workflows (stage-based triggers)
Quote event notifications
Automatic task creation from leads
Lead status auto-updates
Payment & Invoicing
Payment tracking
Deposit management
Invoice generation
Payment tracking & invoice management
Profit margin alerts
Payment reminders
Operations & Inventory
Material inventory management
Low stock alerts
Subcontractor management with vendor types
Time tracking
Expense tracking
Digital proofing & mockups
Customer-facing project & quote portal
Advanced Features
Mobile field app with offline mode
Offline data storage (customers, jobs, photos)
Background auto-sync
Quick photo uploads with GPS tagging
Job check-in/check-out with time tracking
Quote versioning
Recurring jobs & contracts
Material price alerts
Referral tracking
GPS-tagged job photos
AI & Automation
AI Quote Generation
AI Marketing Content Generator
AI-Powered Website Chatbot
AI Customer Support Chatbot
Automated Follow-Up Email Sequences
Smart Follow-up Triggers (quote status, customer interactions)
AI CRM Analysis & Insights
Automated Onboarding Workflows
AI Communication Assistant
Help Desk & Support
Ticketing System
Help Center & knowledge-base access
Customer Self-Service Portal
Chatbot to Agent Escalation
Ticket team/category assignment
Chatbot escalation to human support
Ticket priority & status workflow
Compliance & Documentation
Warranty tracking
Insurance certificate storage
Permit management
Expiration alerts
Document management
Analytics & Reporting
Basic analytics
Conversion tracking
Revenue reports
Customer lifetime value
AI project reporting & insights
Global search across all data
Advanced filtering with date ranges
Saved custom filter views
Scheduling & Jobs
Job scheduling calendar
Installation tracking
Appointment & installation calendar
Team Collaboration & Project Management
Users included
1 user
1 user
Up to 4 users
Project management with customer/subcontractor linking
Task creation with deadlines & assignments
Project progress tracking & cost tracking
Link projects to quotes & invoices
Real-time commenting on quotes & customers
@mentions and team notifications
Task management system with calendar view
Task assignment within quotes
Create project tasks from closed won leads
Shared customer access
Real-time activity feed
Team roles & permissions (Team Admin, Estimator, Viewer)
Team management
Activity logs
Communication Hub
Centralized messaging center
Send targeted messages to customer segments
Filter by tags and customer segments
Special offers & discount messages
Team communication for projects & tasks
Threaded conversation replies
Message templates & automation
Advanced Operations
Production Kanban workflow
GPS-assisted field photo documentation
Material waste tracking
Equipment maintenance tracking
Integrations
Integration Hub preview
Early-access requests for accounting & project integrations
Branding & Customization
Shop logo/contact details on estimates
Support
Email support
Help Center & product documentation
Public Resources
Public quote calculator demo
Software comparison guide
Feature request portal
FAQs & help content
Contact & demo requests
Ready to put it to work?
Start free, prove the workflow in your shop, then upgrade only when you need more.