Professional Quotes in Minutes
Templates for Common Jobs
Save line items for services you quote regularly. Plumbing repairs, HVAC installations, roofing jobs, build templates once, use them every time. No more rewriting the same estimate over and over.
Custom Line Items
Add services, materials, labor, and costs. Include photos of products or work examples. Attach files like spec sheets or warranty info. Make every quote detailed and professional.
Real-Time Pricing
Enter your costs and markup once. ServSell calculates your margin automatically. Adjust pricing on the fly and see profit margins update in real-time. Set the right price every time.
Brand Your Quotes
Add your logo, company colors, and custom messaging. Every quote looks professional and on-brand.
How Quoting Works in ServSell
Create a Quote
Review Pricing and Margin
Send to Customer
Customer Approves
Job Auto-Schedules
Features That Win More Jobs
Optional Add-Ons
Suggest premium services or add-ons directly in the quote. Customer wants the upgraded materials? They select it, the total updates automatically, and they approve. No need to revise and resend.
Online Approvals
Customers approve quotes, request changes, or ask questions—all through their online portal. No more chasing signatures or waiting for mailed contracts.
Automatic Follow-Ups
Sent a quote but haven’t heard back? ServSell automatically sends a follow-up text or email reminder. Keep work moving without you having to remember every follow-up.
Track Quote Status
See exactly when a customer views your quote. Know if they opened it. Know if they’re reviewing it. Know when to follow up.
Quote From Anywhere
Mobile Quoting
Create and send quotes from your phone while you’re still at the customer’s property. Take photos of the work needed, add them to the quote, and email it before you leave. Close jobs faster.
Desktop Quoting
Build detailed quotes with multiple line items and custom pricing from your office computer. Perfect for complex projects that need more detail.
