Manage quotes and jobs without losing the thread
Most small trade businesses lose hours each week to the gap between quoting and doing the work. A quote sits in email, the accepted job lives in a notebook, and by the time someone is on site the original scope is hard to find. axoJobs keeps quotes, accepted jobs and the conversation around them in one place, so the handover from pricing to delivery is short and clean.
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Why teams pick axoJobs
Send a quote in minutes from the same record you'll work from
Convert an accepted quote into a scheduled job in one tap
Keep customer notes, photos and pricing attached to the job
Reduce duplicate admin between office and field
Stop retyping the same details into a separate job sheet
Quote follow-up surfaces automatically instead of relying on memory
What's in the box
- Quote templates with line items and notes
- One-tap quote-to-job conversion
- Customer record carries through quote, job and invoice
- Photos and site notes attached to the same record
- Status tracking from sent to accepted to scheduled
Sound familiar?
- • Quotes living in email, jobs living in a notebook
- • Crew arriving without the agreed scope
- • Re-typing the same details into a separate job sheet
- • Forgetting what was promised when it's time to invoice
- • Accepted quote that nobody told the schedule about for three days
- • Customer reply lost in a personal inbox the office can't see
From enquiry to quote without the retype
A new enquiry becomes a customer record straight away. Add line items, notes and any photos from the site visit, then send. When the customer accepts, nothing has to be re-entered.
A cleaner quote-to-job handover
Accepted quotes convert to a scheduled job in one tap. The scope, pricing and any agreed notes travel with the job, so the person on site sees exactly what was sold.
Customer communication stays attached
Replies, change requests and on-site photos all live on the same record. When a question comes up two weeks later, you don't have to search three apps to answer it.
Less admin between pricing and delivery
Because the quote and the job share one record, there's no double entry, no missed scope changes and no late-night reconciliation before invoicing.
A day where quotes and jobs share one record
Morning sees yesterday's accepted quotes already on the schedule. A new enquiry by lunch becomes a draft quote in the same screen the team uses for jobs. Mid-afternoon a customer replies with a small change, captured on the same record before the work hits the calendar.
Nothing is retyped, nothing is reconciled, the day ends earlier than usual.
Quote-to-job mistakes that cost time and trust
Quotes accepted by email and never scheduled. Job sheets written from memory of the original quote, missing a clause. Customer changes captured in a text and never reaching the crew. Each of these is solved by keeping the quote and the job on the same record.
How it fits a small team's process
One owner-operator gets a clean way to track quotes that doesn't add admin. A two-person team avoids the classic 'I thought you sent it' confusion. A larger team gets a shared funnel without paying for separate quoting and scheduling tools.
Who this is for
- Owner-operators sending 5–50 quotes a month
- Small teams where one person quotes and another does the work
- Trades that win work on detail, not the lowest price
- Owners spending evenings retyping quotes into job sheets
- Office staff bridging between a quoting tool and a job calendar
Frequently asked questions
Start your field‑service system today.
Set up in minutes and keep every job, note, and invoice in one place.
No credit card necessary · Available in the US, Canada & UK.