5 Best Quote Software for Contractors

Quote software for contractors is a specialized tool that helps businesses create professional, detailed estimates for labor, materials, and services. Unlike generic invoicing tools, these platforms are built with the unique demands of contractors in mind, allowing you to calculate costs quickly, customize line items, apply taxes, and even convert quotes into invoices with just a few clicks.

Key Takeaways

• Using contractor-focused quote software streamlines the estimating process and reduces errors, saving time and improving accuracy.
• Mobile access and digital approvals allow contractors to create and send professional quotes directly from the job site.
• Integrating quotes with invoicing and payment features accelerates cash flow and simplifies financial management.
• Centralized client and project data improves organization, consistency, and communication across all jobs.
• DepositFix stands out as the most comprehensive solution, combining quoting, billing, payment processing, and reporting for maximum efficiency.

What Is a Quote Software for Contractors

A quote software for contractors is a specialized digital tool designed to streamline the process of creating estimates and proposals for construction, remodeling, or service-based projects. Unlike generic invoicing or accounting programs, contractor-focused quote software is built to handle the unique complexities of the trade, including labor costs, materials, equipment, subcontractor fees, and markup percentages. 

These platforms allow contractors to generate accurate, professional-looking quotes quickly, reducing the risk of miscalculations that can eat into profits or delay projects. Many tools also include features like customizable templates, integration with accounting software, the ability to attach photos or plans, and mobile accessibility so quotes can be prepared and sent directly from the job site. 

The quote software centralizes client information, project history, and pricing data, and helps maintain consistency, track revisions, and improve communication with clients. It empowers contractors to present transparent, reliable, and competitive proposals, increasing their chances of winning projects while keeping their operations organized and efficient.

Why Is It Important for Contractors to Have a Quote Software

Manual estimating processes, spreadsheets, paper notes, or basic invoicing tools, are often time-consuming, prone to errors, and inconsistent. A dedicated quote software helps contractors streamline their workflow, improve accuracy, and present proposals that look polished and professional. Beyond saving time, these tools can have a direct impact on profitability, client satisfaction, and overall business efficiency.

The benefits of using quote software for contractors are:

• Accurate Estimates: Contractor quote software allows you to calculate labor, materials, equipment, and overhead costs with precision. This minimizes human error, prevents underquoting or overquoting, and ensures that your bids are profitable while remaining competitive.
• Time Savings: Creating quotes manually can take hours, especially for larger projects with multiple line items. With quote software, estimates can be generated in minutes, often directly from a mobile device at the job site, freeing up time for more projects or client engagement.
• Professional Proposals: A polished, branded quote instantly elevates your business image. Many software tools offer templates, company logos, and customizable layouts, helping you present proposals that inspire confidence and increase your chances of winning contracts.
• Improved Cash Flow: Many quote software platforms allow you to convert quotes directly into invoices and accept payments online. This seamless transition reduces delays, accelerates cash flow, and simplifies follow-ups with clients.
• Centralized Project Data: All client information, past project details, pricing, and materials lists are stored in one place. This centralization makes it easier to track estimates, compare past projects, and maintain consistency across jobs, reducing administrative headaches.
• Reduced Risk of Miscommunication: Detailed line items, clear descriptions, and professional formatting help clients fully understand costs, project scope, and timelines. This transparency reduces disputes, clarifies expectations, and strengthens client relationships.
• Scalability: As your contracting business grows, the software grows with you. It can handle more projects, complex calculations, multiple users, and additional clients without slowing your workflow, making it a long-term solution for expansion.
• Integration With Other Tools: Many quote software solutions integrate with accounting, project management, or CRM systems. This reduces duplicate work, keeps your business operations connected, and helps maintain accurate financial records.
• Data-Driven Insights: Some platforms provide analytics and reporting features that let you track win rates, average quote amounts, most common services, and project profitability. These insights can guide pricing strategies and operational improvements.
• Mobility and Accessibility: Cloud-based solutions allow contractors to create, send, and edit quotes from anywhere, whether on-site, at a client meeting, or from home. This flexibility speeds up decision-making and improves client responsiveness.

5 Best Quote Software for Contractors

Let’s take a look at the 5 top quote software for contractors.

DepositFix

DepositFix is a contractor‑focused billing and quote tool built to automate invoicing, payment collection, and project billing workflows. It goes beyond simple estimates; it helps manage project-based invoicing, track expenses and payments, and provide financial visibility. It aims to streamline billing and cash flow so contractors spend less time chasing payments and more time on actual work.

Key Features:

• Customizable estimate and invoice templates to reflect labor, materials, and project costs.
• Automated invoice generation linked to projects or milestones (progress billing), reducing manual work and errors.
• Online payment processing and client account management — accept payments (card/ACH etc.), track payment status, manage outstanding balances.
• Real‑time financial reporting and expense tracking per project — helps you monitor profitability and job costs.
• Integrations with CRM or project management tools (and accounting platforms), enabling smooth workflow across quoting, billing, and record-keeping.

Best For: Contractors and service‑based businesses who want a smooth, automated billing & payment workflow, especially those who value quick quoting-to-invoice conversions, secure payment handling, and easy cash flow tracking.

Joist

Joist is a mobile-first estimating and invoicing app made specifically for trade contractors (plumbers, electricians, general contractors, remodelers, etc.). It enables you to build and send quotes or invoices directly from a phone or tablet, on the job site or on the go, and then convert accepted quotes into invoices seamlessly.

Key Features:

• Fast, on‑the‑spot estimates using a pre-filled items catalogue for common services — useful when quoting in person.
• Ability to create customizable estimates with line items (labor, materials), cost markups, deposit requests, and payment schedules.
• Digital signature capture so clients can approve quotes immediately — helps speed up the approval process.
• Integrated payment options (online payments, deposits) so contractors can get paid faster once a job is approved.
• Cloud-based storage and client/job management: store client contacts, job history, documents/estimates — accessible from anywhere.

Best For: Solo contractors or small crews working on residential or small-scale commercial jobs who need quick, on-site quoting and invoicing, tradespeople who want mobility and simplicity without complex project-management overhead.

Tradify

Tradify is a broader job‑management platform for trade contractors, combining quoting, job scheduling, time tracking, invoices and payment, essentially a one‑stop shop from quote to payment. It’s designed for businesses that handle multiple jobs, crew coordination, and require end-to-end job lifecycle management.

Key Features:

• Professional, branded quote and invoice templates — include materials, labor, and optional line items clients can accept or decline.
• Job scheduling and staff coordination — see jobs and staff locations in real time, dispatch crews and manage job assignments.
• Time tracking and job costing — log labor hours, track materials, and monitor actual job costs vs quoted estimates.
• Invoicing and payment features including deposits, payment reminders, and online payment integration (e.g. via Stripe).
• Customer/contact & job history management — store customer profiles, inquiries, quotes, jobs and invoices in a unified system to improve workflow continuity and client relationships.

Best For: Contractors or small-to-medium businesses handling multiple jobs, crews, or staff, particularly those who want a unified system to manage quoting, job scheduling, cost tracking, and billing all in one place.

Buildxact

Buildxact is a more full-featured construction estimating and management platform, especially suited to residential builders and remodelers. It offers digital takeoffs, live material/dealer pricing, project cost tracking, and lets you go from plan to quote to build within a single platform.

Key Features:

• Automated digital takeoffs and estimating tools — lets you measure plans digitally rather than manually, drastically reducing estimating time and errors.
• Live material/dealer connection and real‑time pricing — ensures your material costs reflect current market prices, making bids more accurate and realistic.
• Full project management — after quoting, you can manage scheduling, cost tracking, site coordination and job progress within the same tool.
• Invoicing and accounting integration — allows seamless transfer from quote to invoice, and sync with accounting systems for financial tracking.
• Templates & reusable project types — build consistent pricing and project workflows using templates and saved assemblies for repeatable jobs.

Best For: Builders, remodelers, or contractors working on residential construction or renovation projects, especially when projects are medium to large scale, involve multiple materials/subcontractors, and require accurate takeoffs and integrated project management.

QuoteProHD

QuoteProHD is a lighter-weight quoting tool oriented toward independent contractors or small teams who need to generate quick, professional-looking quotes, even directly from the jobsite, and send them to clients fast. It aims to simplify the quoting process and increase conversion rates, as it enables rapid quote generation and easier client approvals.

Key Features:

• Rapid quote creation — claims you can produce a quote in seconds and send it immediately from the jobsite or office.
• Professional quote templates — pre-designed templates that make estimates look polished and reduce time spent formatting.
• Unlimited quotes (on paid plan), client management and quote analytics — so you can track quote performance, success rates and potentially improve your bidding strategy.
• Simple user interface aimed at independent contractors — minimal complexity, quick setup, and easy to use without a steep learning curve.
• Affordable pricing and low barrier to entry — making it attractive for solo contractors or small teams who don’t need full project management overhead but want a professional quoting system.

Best For: Independent contractors, handymen, or small service‑based teams who need to send out quotes quickly and professionally without investing in heavy-duty estimating or project management software.

What Features to Look for When Choosing a Quote Software for Contractors

Choosing the right quote software is about functionality that helps contractors save time, reduce errors, and deliver professional proposals. The right tool should streamline the workflow from quote creation to payment collection while giving you better insight into job costs and client management. Here’s a closer look at the key features that make a contractor quote software truly effective:

• Customizable Estimates: Your quotes should reflect your business branding and style. A good software allows you to create professional-looking estimates with customizable templates, line items for labor, materials, equipment, tax, and markup percentages. This ensures accuracy, consistency, and professionalism across all your proposals.
• Mobile Access: Contractors spend a lot of time on job sites, so mobile accessibility is important. The ability to create, edit, and send quotes from a smartphone or tablet allows you to provide estimates on the spot, impress clients with quick responses, and reduce delays caused by returning to the office.
• Quote-to-Invoice Conversion: The ability to convert an approved quote directly into an invoice saves time and reduces errors. This ensures that the numbers on your invoice match the approved estimate, simplifies accounting, and speeds up payment collection.
• Payment Integration: Integrated payment processing allows clients to pay online via credit card, ACH, or other payment methods. Some software supports deposits or partial payments linked to milestones, which can significantly improve cash flow and reduce the hassle of chasing payments.
• Client and Job Management: Centralized storage of client contacts, job history, and past quotes makes it easy to follow up, track repeat business, and manage multiple projects. It ensures that all information is accessible in one place, reducing miscommunication and improving organization.
• Project Cost Tracking: Beyond quoting, the software should let you monitor actual job costs, including labor hours, materials, and subcontractor fees. This helps compare projected vs actual costs, maintain profitability, and adjust future estimates based on accurate historical data.
• Digital Approvals and Signatures: Electronic approvals allow clients to accept quotes instantly, even remotely. This reduces the waiting time, speeds up project commencement, and enhances client convenience.
• Reporting and Analytics: Advanced reporting features give insight into quote acceptance rates, profitability per project, most frequently requested services, and other critical metrics. These analytics can inform pricing strategies, resource allocation, and overall business decisions.
• Integrations with Other Tools: The best software integrates with accounting platforms, CRM systems, or project management tools, reducing duplicate data entry and improving workflow efficiency. This ensures that quotes, invoices, and financial data are consistent across all platforms.
• Ease of Use and Training: Even the most feature-rich software is ineffective if it’s difficult to use. Look for tools with intuitive interfaces, clear navigation, and minimal learning curves, so your team can adopt it quickly and focus on delivering jobs rather than figuring out the software.
• Cloud-Based Storage: Storing all quotes, client info, and project data in the cloud ensures you can access critical information from anywhere, share it with team members, and keep it secure from data loss due to hardware failure.
• Template and Repeat Job Support: Many contractors handle similar jobs repeatedly. The software should allow you to create templates for recurring project types, so you can produce accurate quotes faster and maintain consistency across similar projects.
• Cost Estimation Accuracy Tools: Some advanced platforms offer material libraries, pre-loaded labor costs, or digital takeoff tools for construction projects. These features help minimize miscalculations and provide more precise estimates for larger or complex projects.

Why DepositFix Is Considered the Best Quote Software for Contractors

DepositFix stands out in the crowded market of contractor quote software because it combines the power of fast, professional quoting with automated billing, payment processing, and comprehensive financial management. Unlike many other tools that focus solely on estimates or invoices, DepositFix covers the entire workflow from creating a quote to collecting payment and tracking profitability. This makes it an ideal choice for contractors who want to streamline operations, reduce administrative work, and get paid faster.

Key Features of DepositFix:

• Customizable Estimates & Invoices: Create professional, branded quotes and invoices tailored to labor, materials, equipment, and markup percentages.
• Automated Invoice Generation: Convert approved quotes into invoices automatically, including milestone or progress billing for larger projects.
• Integrated Payment Processing: Accept online payments (credit card, ACH, deposits) directly through the platform, improving cash flow and reducing payment delays.
• Real-Time Financial Reporting: Monitor job costs, track expenses, and analyze profitability across projects to make smarter business decisions.
• Client & Project Management: Centralize client contacts, project history, and documentation in one platform for better organization and communication.
• Seamless Integrations: Works with accounting, CRM, and project management tools to ensure consistent data and smooth workflows.

Benefits for Contractors:

• Faster Quote-to-Cash Cycle: The ability to convert quotes to invoices and collect payments quickly reduces time spent chasing payments.
• Improved Accuracy: Automated calculations minimize errors, ensuring estimates and invoices match actual costs.
• Professional Presentation: Branded, detailed quotes help contractors look credible and win more jobs.
• Better Project Visibility: Real-time insights into job costs, deposits, and outstanding payments allow contractors to manage cash flow effectively.
• Time Savings: Automation of repetitive tasks frees contractors to focus on jobs, client communication, and business growth.
• Scalability: Supports growing teams and multiple projects without slowing down workflows or compromising accuracy.

DepositFix is a full-service financial and project workflow solution designed for contractors. Its unique combination of speed, automation, mobility, and robust reporting ensures that contractors not only produce accurate and professional quotes but also maintain healthy cash flow and operational efficiency. For contractors who want to streamline every step from estimate to payment, DepositFix offers unmatched convenience, reliability, and control. Book a demo and see DepositFix in action.

Conclusion

Choosing the right quote software can transform the way contractors run their business. From generating accurate, professional estimates to streamlining invoicing and tracking payments, the right platform saves time, reduces errors, and improves client satisfaction. 

Among the top options, DepositFix stands out as the most comprehensive solution, combining fast quoting, automated billing, integrated payment processing, and real-time financial insights. Whether you’re a solo contractor or managing multiple projects and teams, using a dedicated quote software empowers you to work smarter, present more professional proposals, and maintain healthy cash flow. 

When contractors invest in the right tool, they can focus on what they do best, delivering quality work, while keeping their business organized, efficient, and profitable.

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