QUOTES FOR CONTRACTORS
Win more jobs with a quote that looks like you mean business.
Build a professional contractor quote in minutes. Scope, materials, labor, timeline. Client approves → converts to invoice in one click. Add a payment link → you get paid.
Free. No monthly fee.
You're losing jobs to contractors who look more professional. Not ones who do better work.
Clients can't see the quality of your work before they hire you. What they can see is your quote. A quote written in Word with inconsistent formatting, no logo, and no clear payment terms looks amateur — even if your work is excellent.
The contractor who sends a clean, branded quote with a clear scope, a payment schedule, and a professional follow-up gets the job more often. Not because they're better — because they look like they've done this before.
What every contractor quote needs.
A strong contractor quote covers:
- Your business info — name, license number, contact
- Client and project address — who you're quoting, where the job is
- Scope of work — what's included (and what's not — exclusions matter)
- Line items — labor by trade, materials by category, equipment, permits
- Timeline — estimated start, completion, key milestones
- Payment schedule — deposit, progress payments, final balance
- Validity period — quote is good for 30 days (or whatever your standard is)
- Acceptance signature line — client approves, it's on record
Holdings covers all of this. Build your quote line by line, add your payment terms, and send it as a branded PDF.
Client says yes? One click to invoice.
When the client approves your quote, convert it to an invoice instantly. Line items carry over — nothing to retype. The invoice number generates automatically. You send it with a payment link for the deposit.
Quote → approved → invoice → deposit paid → work starts. The whole flow in one place.
Collect the deposit before you mobilize.
Never start a job without a signed quote and a paid deposit. Holdings lets you send the invoice with a payment link the moment the client approves. They pay by card — deposit lands in your account before you load the truck.
3% + $0.30 per transaction. No monthly fee.
Every deposit and payment tracks automatically.
Money you collect flows into your Holdings accounting as revenue. Your P&L updates. You always know where you stand financially — job by job.
Frequently asked questions
Send the quote today. Win the job. Get paid.
Free to start. No credit check. Takes 5 minutes.