Core Feature

Know Your Margin
Before You Send

Most contractors find out if a job was profitable after it's done. QuoTrak shows you your exact margin in real time as you build every quote — so you never send an underpriced job again.

Live margin % updates as you add or edit line items
Internal "Workshop" cost panel — never visible on customer PDFs
Set a target margin and see at a glance if you're hitting it
Per-line and overall margin breakdown in one view

QuoTrak quote editor: roof replacement line items with their labor, materials and fee costs, beside the Internal Workshop showing $5,786 estimated profit at a 40.6% margin

Quoting

Professional Quotes,
Fast

Build detailed, itemized quotes with grouped sections, drag-to-reorder line items, and a full status workflow from draft to accepted. Your clients get a clean, professional PDF — you get a job won.

Grouped line items with collapsible sections
Auto-generated quote numbers and expiry dates
Status lifecycle: draft → sent → accepted / declined
One-click PDF export, with your logo and brand color on Pro
Convert accepted quotes to invoices instantly — no re-typing

Get Paid

Invoice and Collect
Without the Back-and-Forth

Create invoices in seconds from accepted quotes. Add a Stripe payment link and your client pays by card online — the invoice marks itself paid automatically. No chasing checks.

One-click conversion from accepted quote to invoice
Stripe payment links — clients pay by card or Apple Pay
Deposit and milestone billing support
Automatic paid / partial / overdue status tracking
Email invoices directly from QuoTrak (Pro)

QuoTrak invoice payment plan: 30% deposit paid, tear-off and final inspection stages invoiced

Project Management

See If You Actually Made
What You Quoted

Link your quotes, invoices, and real costs to a project. QuoTrak compares your quoted margin to what you actually earned — so you know which job types are worth bidding on.

Quoted vs actual cost and margin comparison
Revenue, paid, and outstanding amounts at a glance
Change orders — build and attach scope additions to existing quotes or invoices
Tabs for quotes, invoices, change orders, actual costs, files, and notes
Log materials and labor against any project

QuoTrak project page comparing quoted and actual costs: 41.7% quoted margin, 36.8% actual, and a bar chart of quoted against actual labor, materials and fees

Field Mode

Run Your Jobs
From the Jobsite

Field Mode is a mobile-optimized view designed for on-site use. Your active projects are sorted by GPS distance, crew members can clock in and out, and every job has its own photo log — all synced back to the office in real time.

GPS-sorted project list — nearest jobsite is always on top
One-tap clock in/out with shift notes for each worker
GPS-tagged project photos organized by area — with receipt capture
Shareable project link — send clients a public photo summary, no login required

QuoTrak Field Mode on a phone: the time log for a re-roof job, 52h 15m and $1,543 of labor, with each crew member's clock-in, clock-out and shift notes

Free for Everyone

Calculators Built
for the Trades

Field Tools is a collection of on-site utilities designed for trade work — available to every QuoTrak user, no Pro plan needed. Crunch numbers in the field without digging up an app or a spreadsheet. You can also try the calculators online, with no account.

Unit converter — length, area, volume, weight, and temperature
Stair stringer calculator — rise, run, board length, and cut diagram
Wall framer calculator — stud count, plate lengths, and layout
Field notes — quick notes editor for on-site memos
Built-in trade references — concrete curing times, drywall nailing schedules

QuoTrak stair stringer calculator on a phone, drawing a 13-step 2x12 stringer for a 9 ft rise with tread, riser and throat measurements

Speed

Stop Re-Typing
the Same Line Items

Build a catalog of your standard labor rates, materials, and services — with your internal cost and sell price already set. Add any item to a quote with a single click.

Internal cost and sell price stored per item
Search and add to any quote in one click
Unit of measure, category and description per item
Separate catalogs for products, services, and materials

QuoTrak cost catalog: roofing materials grouped by type, with the flashing group open showing drip edge, pipe boots and step flashing at their unit costs

Speed

Quote Faster with
Saved Templates

Save any quote or invoice as a reusable template. Next time a similar job comes in, start from your best work — line items, sections, costs, and structure all pre-loaded.

Save any quote or invoice as a template in one click
Separate template libraries for quotes and invoices
All line items, groups, and costs auto-populate
Edit freely — templates are never modified

QuoTrak templates: saved roofing quotes for gutter replacement, leak repair and a full re-roof, plus a project completion invoice

Automation

Set It Once,
Get Paid Every Time

For maintenance contracts, retainers, or any recurring work — set up a schedule and QuoTrak generates the invoice automatically. Send it straight away or queue it for review first.

Weekly, monthly, quarterly, or annual schedules
Auto-send or draft for review before sending
Full invoice history per customer
Edit or stop any schedule at any time

QuoTrak recurring invoice set to bill quarterly and email each copy to the customer automatically, next copy due 1 February 2027

Integrations

Works With the Tools
You Already Use

QuoTrak connects to your accounting software, payment processor, and automation tools — so you never have to do double entry. Send an invoice or quote to QuickBooks or Xero in one click, or a whole batch from your list.