Quotafly: AI Voice Quote & CRM

Quotafly: AI Voice Quote & CRM

Field Estimate, Invoice & Jobs

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Details

  • Released
  • Updated
  • May 15, 2026
  • June 12, 2026

Features

Quotafly: AI Voice Quote & CRM screenshot #1 for iPhone
Quotafly: AI Voice Quote & CRM screenshot #2 for iPhone
Quotafly: AI Voice Quote & CRM screenshot #3 for iPhone
Quotafly: AI Voice Quote & CRM screenshot #4 for iPhone
Quotafly: AI Voice Quote & CRM screenshot #5 for iPhone
Quotafly: AI Voice Quote & CRM screenshot #6 for iPhone
Quotafly: AI Voice Quote & CRM screenshot #7 for iPhone
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About

You did the walkthrough. The client is interested. Most contractors drive home, open a laptop, and spend an hour building a quote in Word or Excel. Then they wait. And hope nobody beats them to it faster. Half the time, they never hear back. Not because the price was wrong. Because they were slow. Quotafly ends that. Tap the mic before you back out of the driveway. Say the job. Thirty seconds later, your quote is in the client's inbox — professional, itemized, and ready to sign. Win the job before your competition gets home. — HOW IT WORKS 1. Tap record. 2. Say the client's name, the job, and the price. 3. AI builds your quote — branded, itemized, professional. 4. Client signs on their phone. No app. No back-and-forth. 5. You collect payment and send the receipt. Start to paid. From your truck. — VOICE QUOTING No typing. No templates. No laptop. Just talk. "Quote for Maria, fence install, 6 panels, $850." Quotafly turns that into a professional document — your logo, your terms, your line items — in 30 seconds. Send by email or shareable link before you hit the highway. PIPELINE CRM See every lead, every job, every dollar — in one place. Lead → Quoted → In Progress → Paid. Know exactly where every job stands and how much money is moving through your pipeline before it hits your bank account. Never wonder "did I follow up?" again. QUOTES & INVOICES Your name. Your logo. Your payment terms. On every document. Send by email or a shareable link — in one tap. Look like a $10M company from the very first interaction. Edit line items, apply a discount, update your notes — all from your phone. CLIENT SIGNING Share a link. Client opens it on their phone. They read the quote. They sign with their finger. No app required. No printing. No scanning. No "can you resend that as a PDF?" Signature saved. Timestamped. Job confirmed. PAYMENTS Cash. Check. Card. Bank transfer. Record any payment instantly — from the job site, the truck, anywhere. Track what's owed, what's been collected, and what's still outstanding. Send a professional receipt in one tap. FULL JOB HISTORY Every contact. Every quote. Every invoice. Every payment. Every note — in one place. Full history for every client, pulled up in seconds. Know exactly what was agreed, what was sent, and what was paid — without digging through emails or texts. FOLLOW-UPS & LEADS Never let a hot lead go cold. Add leads from voice, manual entry, or Angi — automatically. Set follow-up reminders. Work the pipeline. Close more jobs. Track every dollar before it closes. — WHAT YOU STOP DOING Spending evenings on quotes you could build in 30 seconds. Chasing clients for signatures over text message. Losing track of who owes you money and what was agreed. Sending invoices from Gmail that look like they came from 2005. — BUILT FOR THE PERSON DOING THE ACTUAL WORK Not for accountants. Not for office managers. For the contractor running a business from their truck, their phone, and sheer will. Electricians. Plumbers. HVAC techs. Roofers. Painters. Landscapers. Cleaners. Handymen. General contractors. No complicated setup. No training required. If you can leave a voicemail, you can run your business on Quotafly. — EVERYTHING. ALL OF IT. Every feature. No commitment. No excuses. Voice quoting. Client signing. CRM. Payments. All of it. Questions? support@quotafly.com
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What's New in Quotafly

1.0.2

June 12, 2026

• Reports tab — see money collected, outstanding balance, and close rate, and average deal size at a glance. Filter by this month, this year, or any custom date range. • Request a deposit on any quote. Toggle "Request Deposit at Signature" and your client sees "Deposit due to begin work." on the proposal. • Delete contacts and voice notes you no longer need. IMPROVED • Voice quotes are cleaner — scope of work no longer appears duplicated across the quote. • Smarter contact matching. When the AI hears a name similar to an existing contact, we now ask you to confirm before creating The quote — no more accidentally sending to the wrong client. • Pipeline numbers reconcile cleanly. The Paid bucket now counts every dollar you've collected, including deposits. • Discounts can't push a quote into negative numbers anymore. • Cleaner layout on the proposal screen — bigger Camera and Gallery buttons, no more truncated text.

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