Features
Quotes your customers approve online
Build a quote from a customer record, share a link, and the customer accepts or declines it on a printable page. An accepted quote becomes a project with the customer and site details already filled in.
| Item | Type | Qty | Price | Total |
|---|---|---|---|---|
| Install two ductless mini-splits | Labor | 14 | $85.00 | $1,190.00 |
| Mini-split heat pump, 12,000 BTU | Material | 2 | $1,450.00 | $2,900.00 |
| Removal of old units | Other | 1 | $150.00 | $150.00 |
Customers you set up once
Each customer has contacts, an address and private notes. Private notes stay inside HiVis and never appear on a quote. Reuse the same record for every quote, and for the projects your accepted quotes become.
From draft to accepted
Write the quote
Pick the customer, add the site, an expiry date and the currency, then add labor, material and other line items.
Create the approval link
Creating the link freezes the quote, so the customer sees exactly the version you sent. Copy the link and send it by email or message yourself.
The customer responds
They open a printable page and accept or decline the quote with their name.
Turn it into a project
An accepted quote converts into one project with the customer and site details.
Changing a quote after it’s sent
To change a quote you’ve shared, withdraw the link first: the quote goes back to draft and the old link stops working. Creating a new link also invalidates the previous one, for example if the link went to the wrong person.
The sales price on the quote stays separate from the project’s internal cost budget. See job costing.
What HiVis doesn’t do
- Not an electronic signature: anyone with the link can respond.
- No invoices or payment collection.
- HiVis doesn’t email the quote for you. You copy the link and send it.
- No quote templates or price book.
Questions and answers
See your crews, hours and costs in one place
Book a 30-minute demo or start a 30-day trial. We set up your workspace and help move your data.