Contractor workspace for the work after the estimate
QuoteMoss gives independent HVAC, plumbing, and local service businesses a practical place to build quotes, present options, track jobs, and keep the records around the work.
Illustrative residential service quote
Choose a package structure before sharing a private customer link.
Review before sharingBuilt for operators who know the work
Professional structure without a promise of automatic outcomes.
One workflow, clearly separated
QuoteMoss brings the practical pieces together without hiding where suggestions end, records begin, or a contractor makes the final call.
The problem: Turn a job description into a number without losing the details behind it.
Enter labor and material lines, quantities, markup, tax, customer context, and totals in a saved quote you can revisit.
The problem: Make options easier to explain than a single opaque total.
Use Good, Better, Best packages and reusable proposal templates, then share the next decision through a private portal.
Review the package before sharing the customer-ready portal.
The problem: Keep customer, project, and cost context from getting scattered between handoffs.
Manage customers, track HVAC and plumbing projects through their statuses, and record project costs alongside the work.
The problem: Separate invoice status and payment history from assumptions about collection.
Create invoices, track line items and balances, and record payments in a manual ledger. QuoteMoss does not claim payment processing.
QuoteMoss records payments; it does not process payment.
The problem: Review relevant history without presenting a market view as a command.
Review account-linked history, calendar-month and job-type/service-ZIP views, approved public-source signals, anonymized local aggregates, and approved neighboring-market cards.
Anonymized reported prices — not recommendations, quotes, guaranteed prices, or verified transaction prices.
The problem: Connect quote, project, cost, invoice, and payment-record context in one workspace.
Use dashboard summaries for estimate and profitability context, plus Follow-Up Preview for non-sending planning states.
The problem: Give a change in the work its own reviewable record instead of burying it in a message thread.
Draft and edit the change order, share it through the private portal when appropriate, and keep the customer decision—APPROVED or DECLINED—attached to the project context.
No automatic invoice or payment update occurs.
AI estimating, with a human review step
Describe a job and the implemented AI estimate flow can create an AI draft with suggested line items and assumptions. You review and edit it, then continue through the normal quote workflow.
Example only. Values are suggestions; the contractor reviews and edits the draft before saving it as a quote.
Change orders, kept reviewable
Create a change order from the project workflow, edit the details as the contractor, and share it through the private portal when customer visibility is useful. The customer decision is recorded as APPROVED or DECLINED; QuoteMoss does not claim to automatically update invoices or collect payment.
Change order · illustrative HVAC job
No automatic invoice or payment update is shown.
Pricing Intelligence
Review account-linked price history by job type and service ZIP, calendar-month patterns, approved public-source signals, anonymized local aggregates, and approved neighboring-market cards where the data supports them.
Anonymized reported prices — not recommendations, quotes, guaranteed prices, or verified transaction prices.
How QuoteMoss works
Start with the work you already understand. QuoteMoss adds structure around the decisions, handoffs, and records that follow.
Keep the customer context that belongs with the work and the documents you share.
Build a manual quote or start an AI-assisted draft from the job details you already know.
Link the project to its source quote so the handoff has a record to follow.
Record project cost entries alongside the work instead of treating an estimate as an actual.
Draft, review, and optionally share a scope change through the private portal for a customer decision.
Create invoice records, track balances, and record payments manually—without claiming payment processing.
Why owners choose QuoteMoss
The value is in a workflow that makes details visible and decisions easier to carry forward—not in promising a result the software cannot guarantee.
Suggestions and context stay separate from the final amount you decide to use.
AI can help structure an initial draft without replacing your review or judgment.
Proposal packages, portal decisions, change orders, and records have a place in the workflow.
Quotes, customers, jobs, costs, invoices, and payment records stay connected.
Benchmark views protect small groups and keep individual account records private.
Dashboard summaries and a non-sending Follow-Up Preview help you see what comes next.
Product visual gallery
These static views are sanitized presentation visuals, not screenshots of a live account. In the workspace, each record remains scoped to the signed-in owner and the documents they share.
Illustrative residential service quote
Choose a package structure before sharing a private customer link.
Review before sharingReview the options shared by your contractor.
Change order · illustrative HVAC job
No automatic invoice or payment update is shown.
One current plan
The QuoteMoss workspace is $29.99 USD/month, billed monthly. Includes the current QuoteMoss workspace and its available tools for independent and growing service businesses; cancellation is managed in the hosted billing portal.