Price up a quote or job in minutes, and see the margin before you send it
Build it from your own products, rates and price levels, so it is right the first time. Every line, every cost and the margin sit in front of you while you price it. Approve it and that same quote becomes the job, then the invoice, then a line in your accounting package. Entered once, everywhere after that.
The quoting spreadsheet got you here. It won't get you further.
Nobody set out to price jobs this way. It grew one job at a time, and now the shop's margin sits inside a file, a folder of drawings, and the one person who knows how both work.
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Enter the job once. Price it properly. Build it from the same thing you quoted.
Quick to build. Detailed enough to trust.
The same builder whether it's a one-off bracket or a job with a full bill of materials behind it. And what you build is the quote and the job, not two versions of the same work.
Price it from what you already know
Pull products from your catalog and they price at that customer's level. Enter a size on a measured item and it prices off your rate. Drop in a saved BOM and the whole assembly lands at once, parts, consumables and labor together. Nothing in the catalog yet? Type a one-off item straight onto the quote and keep moving.
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Nail the margin before it goes out
Every line carries a cost, so the quote knows what the job is worth to you, not just what it's worth to the customer. Materials, consumables, labor and outside services all sit on the order where you can see them.
Adjust a cost, mark up a line, or add a markup across the order, and the margin moves in front of you. You set the number on purpose instead of finding out how the job went after it's built.
Everything the job needs, attached to it
The drawing, the revision note, the DXF for the burn table, the photo from the site measure. Attach them to the quote and they carry through to the job, so the floor builds from the same information you priced from.
No hunting through an email thread to find out which revision the price was based on.
They say yes. It becomes a job in one click.
Email the quote from Factory. When the customer accepts, convert it to a job and every line, cost and file goes with it. Nothing gets re-typed between the yes and the floor.
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Once it's a job, plan it in Schedule and track it in Run the floor. Same lines, same costs, all the way to the invoice.
Syncs with QuickBooks Online · Xero · MYOB60 feet of parapet flashing, a saved bracket assembly, half a day of labor
You start the order from the customer, so their details and price level are already on it. Sheet goes on from the catalog. The flashing is a measured item, so you pick the profile, type 60 ft, and it prices off the rate. The bracket assembly is a saved BOM you built two jobs ago, so one add brings the steel, the consumables and the weld time with it. Then a labor line, a delivery fee, and the DXF and the drawing attached to the order.
Order prices shows the job cost against the total, and the margin in dollars and percent. It's a touch thin, so you add a small order markup and watch it move to where you want it. Email the quote. When the customer comes back with a yes, you convert it to a job, and the same lines you priced are the ones the floor builds from and the ones the invoice is made of. You never typed the job twice.
You outgrew the spreadsheet. You're not buying an enterprise ERP to fix quoting.
Factory is right-sized: it runs the whole loop - quote, schedule, run the floor, get paid - and keeps the accounting you already use. It syncs with QuickBooks Online, Xero, and MYOB, so the numbers land where your books already live. No migrating your books, no consultant, up in weeks not months.
"In just 6 weeks we completely moved from paper-based jobs to digital."
"Able to manage jobs better and helping work out our margins on each."
Questions shops ask before they switch
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Bring a job you quoted this week.
We'll build the quote in Factory, price it at your customer's level, and convert it to a job - so you can watch the re-keying disappear before you commit to anything.