Everything it does.
In the order the work happens. Nothing here is an add-on you buy separately.
Building the quote.
The parts a contractor checks first, to find out whether it prices the work the way he already does.
How you price it
- Per-drop or per-foot
- Rack size tiers
- Concrete, after-hours and other job conditions
- Travel, lift and ladder
- Monthly recurring work
What goes on it
- Quote templates
- Material catalog
- Equipment lines
- Customer-supplied materials
- Optional extras the customer picks
Worked out for you
- Site survey credited back
- State sales tax
- Estimated days and labor hours
- Your past work, matched to the job
- A project summary, drafted for you to edit
Three ways a job reaches you.
Most low-voltage work arrives as a voicemail with half an address in it. These all land the same way: a real request, with services, quantities, an address and photos, sitting in your inbox.
On your own website
A floating button from one line of code, or the form inside a page. Steps for WordPress, Squarespace, Wix and Webflow.
As a link you send
Your own request page at a fixed address. Put it in your email signature, a text message, or a Facebook post.
As a code they scan
Download it and put it on the truck, a business card, a flyer, or a sign at the job. They point a phone at it and the form opens.
Scan it. This one opens the demo quote request page.
Nothing sits and goes cold.
Follow-ups set themselves
Send a quote and the reminder already exists, 3 days out. An email each morning tells you what is due, so nothing goes cold while you are on a roof.
The drive is measured before you read it
Once your shop address is set, every request shows the job on a map with the driving distance and time from it, so travel is a number instead of a guess.
Quotes close themselves out
A few days before a quote runs out, the customer gets a reminder. After that it can no longer be signed, and your dashboard flags it, so nothing gets accepted in March at January's copper price.
A lead can end
Won, declined, or not a fit, with the reason kept. Turning one down can send the customer a note in your words, or say nothing at all.
Signed, then invoiced, then paid.
The signed quote becomes the invoice
One action turns it into an invoice with the same lines, totals and branding. Nothing is retyped, so nothing drifts between the quote and the bill.
A deposit first, the rest later
Ask for a deposit on a won quote, or several on a long job. The final invoice takes off what was paid.
They pay from the page
The invoice carries a button that takes a card, and the money goes to your own bank account through Stripe. The invoice marks itself paid when it clears.
Or however you actually get paid
Check, bank transfer, Zelle, Venmo, Cash App or PayPal. Fill in the ones you use and they sit on the invoice under the card button.
Overdue is a date, not a feeling
Every invoice carries its terms and its due date, shows how far past due it has gone, and can send the customer a reminder without you writing one.
Late fees, only if you set one
Off until you choose a percent or a flat fee. It is printed on the quote and invoice, and added only when you click to add it.
Your numbers, before and after.
Try a job on your own rates, before it is a quote
A sandbox running the prices you set, not example ones. Change the drop count, the ceiling, the after-hours premium, and watch your price move without creating anything.
What the job leaves you
Before you send a quote, see what you keep after parts, your team's pay, gas and drive time. When the job is done, enter what it really took and compare.
Every customer, and what they owe
All of a customer's quotes and invoices together, with the outstanding balance and how far past due it has gone.
It carries your name, not ours.
Your logo and your color, everywhere
Set them once and every quote, invoice, request page, portfolio and email picks them up. Your customer sees your company.
Your signature on the quote
Upload it or have one drawn from your name, and it prints on the document like you signed it.
Your customer’s language, not just yours
Tick one box and your quotes, invoices and request page carry an English and Español switch, so the customer reads whichever they prefer.
What a bigger plan adds.
Everything above is on every plan, Solo included. Beyond more seats, no 1% card fee and more AI lookups, these features are what a higher plan unlocks. Pro and Business also get same-day support, and Business an onboarding call.
Team
Roles and approvals
Admin, manager, field tech and viewer. A field tech sees only his own quotes, and a quote can need approving before it goes out.
QuickBooks Online sync
Sent invoices, their customers, payments, refunds and voids go into QuickBooks by themselves. One way, from the day you choose, never twice.
Pro
Analytics dashboard
Revenue won, win rate and open pipeline, a 60-day forecast, and how your estimates compare with what jobs really took.
Recurring revenue
Monitoring, licensing and maintenance already signed, totalled by month and by year, kept out of your one-time revenue.
Your own wording on customer emails
Reusable templates for the emails you send from a quote or a follow-up, in your words rather than ours.
Business
Your name in place of ours
The Powered by NexVolt badge comes off your quotes, invoices, request page, widget and customer emails.
A margin floor for your team
Set the margin you aim to keep. A manager cannot send a quote, or a change order, that leaves the job under it; an admin looks and sends it.
Try it on a job you have already quoted.
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