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Sales & CRM
Quote the job you expect to do.
Put the hours, materials and other costs behind the price – then keep that quote connected when the job is won.
Overview
Build the quote around what the job should actually take.
A quote is where a lot of jobs are won or lost before the work even starts.
Miss ten hours. Forget freight. Use the wrong material cost. Leave out outside work.
The job can be busy for weeks before anyone realises the problem started in the quote.
WorkGuru helps you build the quote around what you expect the job to need and carry that information forward when the work is won.
What’s inside
What you get
01
Labour allowances
Put expected hours around the work.
02
Products and materials
Include the things the job is expected to use.
03
Bought-in and outside costs
Keep the less obvious costs in the quote.
04
Quote templates
Start repeat quotes with known structure.
05
Client pricing
Use the pricing setup that applies to the customer where configured.
06
Quote revisions
Change the price and scope as the opportunity develops.
07
Quote-to-project handover
Use the quote as the commercial starting point for the job.
The reality
Why you need it
You are rebuilding the same quote from scratch.
A lot of the thinking has already been done before.
The hours are a guess nobody can explain later.
The next estimator has nothing useful to learn from.
A bought-in cost gets missed.
It becomes your problem once the job starts.
The customer changes the scope before accepting.
The quote needs to move with the conversation.
You win the job and re-enter everything again.
The sales work should give the project a head start.
How it works
How it works
01
Build the quote
02
Use the information you already have
03
Change it while the scope changes
04
Send it
05
Turn it into the job when accepted
Capabilities
What it does
Capability
Labour allowances
Put expected hours around the work.
Capability
Products and materials
Include the things the job is expected to use.
Capability
Bought-in and outside costs
Keep the less obvious costs in the quote.
Quote templates
Start repeat quotes with known structure.
Client pricing
Use the pricing setup that applies to the customer where configured.
Quote revisions
Change the price and scope as the opportunity develops.
Quote-to-project handover
Use the quote as the commercial starting point for the job.
Day to day
What it looks like on a normal day
A fabrication quote needs 80 hours, steel and powder coat.
Put those allowances into the quote instead of relying on one total number.
A repeat job comes back.
Start with the structure you already know, then change what is different this time.
The customer removes one part and adds another.
Update the quote instead of building another version somewhere else.
The job is won.
Use what you already priced as the starting point for running the work.
What you get out of it
What changes
Make the quote easier to explain.
Know what sits behind the price.
Give job costing a proper starting point.
You need an allowance before actuals mean anything.
Reuse what you have learned.
Start similar work with better information.
Reduce re-entry after the sale.
Carry the quote into the job.
Catch obvious omissions before they become cost blowouts.
Put the job components in front of the estimator while there is still time to add them.
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Discovered their contract work wasn’t profitable.
We didn’t wanna pay 100 grand upfront for a program – but then we found WorkGuru.
Nick Mazzella, Administrator, Frontline Trays & Trailers
Fit
Will it work the way we do things?
“Every quote is different.”
Fine. Use the detail that helps and change the rest.
“We already have estimating software.”
Keep it if it does the estimating you need. WorkGuru is most useful when the quote needs to stay connected to the job and costs that follow.
“We quote fixed price.”
That makes knowing what sits behind the price more important, not less.
“We cannot know everything upfront.”
You do not need perfect information. Quote what you know and manage the real job as it develops.
By trade
Where this gets used
Also in this area
Goes further with
AI Takeoffs
Use AI-assisted takeoffs to pull useful quantities from plans and give the estimator a faster place to start.
Works with
Connected features
Quote Templates
Start common quotes without a blank page.
Product Management
Use product and pricing information in the quote.
Lead Management
Build the quote from the opportunity.
Quote Management
Keep sent and open quotes visible.
Job Costing
Compare the allowance with what actually happened.
Project Management
Turn accepted work into the job.
FAQs
Quoting & Estimating questions
Can quotes include labour and materials?
Yes. The point is to build the quote around the job inputs you expect.
Can we use quote templates?
Yes.
Can an accepted quote become a project?
That is a core part of the sales-to-delivery workflow.
Can we compare the quote with actual job costs later?
Yes. The original allowance gives job costing something meaningful to compare against.
Quote it with something behind the number.
Bring us a real quote and we will show you how it would be built and carried into the job.