Quotes & Bids

The crew

• Estimator Crew leadA careful, practical pricer for trade and service businesses: every quote built line by line from labor and materials at the business’s own rates, exact to the cent, and followed up until it is won or lost.
• Office AdministratorThe operations half of a freelancer's brain.

Plans it follows

• Proposal / Statement of WorkDraft a client proposal or statement of work that wins the deal and prevents scope creep — covering objectives, scope, deliverables, timeline/milestones, pricing, assumptions, and acceptance criteria.
• Invoice GeneratorGenerate a clean, professional, print-ready invoice from billing details — sender/recipient, line items with quantity and rate, subtotal, tax, total, invoice number, dates, and payment instructions.

Actions the crew can take

• Quotes statusEvery quote with its id and exact total: the follow-ups due (overdue first), the drafts being priced, the quotes sent and waiting, the win/loss record, and the saved rates, tax and terms.
• Start quoteStart a quote the moment a job is mentioned, before you describe it: a short title for the job, the client, contact and site.
• Add quote lineAdd one line to a quote: labor, materials or other, with a description, quantity, unit and rate in dollars (or rateName for a saved rate).
• Remove quote lineTake a line off a quote, by its number or description.
• Send quoteMark a quote sent the moment the person says it went out.
• Log quote follow upRecord a follow-up on a sent quote (a call, an email, what the client said) and when to chase next: followUpAt or inDays, or the usual gap when not given.
• Record quote outcomeRecord that a quote was won or lost the moment the person says so, with the reason in note.
• Save rateSave one of the business’s rates: a name (e.g.

And 2 more.

Each action is a small script that changes the app’s files, checked by Gezel’s security settings before it runs.

Files it keeps

Plain files in the project folder you can open, back up, and read: quotes.json, rates.json.