Quote management

Three quotes, one decision. No spreadsheet.

Ask contractors for quotes, record the ones that arrive by email, compare them side by side and approve within each person's spend limit. Every quote stays on the job it's for, checked against the budget.

See how it works
Quotes waiting for a decision, each against its budget line
Allie on QuotesComparing is on by default · she never awards

She reads every quote. You make the call.

  • Drafts quote requests from an instruction, ready for you to send
  • Compares quotes on price, scope and exclusions as they arrive, and ranks them
  • Shows what each quote does to the budget line
  • Never awards the job
How Allie works
Quote request · Chiller 2 fan motor
Quotes received3
Lowest priceExcludes crane hire
Budget lineOver
Ranked for your decision
The difference

Quotes arrive as PDFs in five inboxes. The decision happens in a sixth.

Someone builds the comparison, someone checks the budget, someone chases the approval. In Accessly the quote, the budget line and the approval sit on the same job.

Quote requests

One brief. Every contractor quotes on the same thing.

Send one request to several contractors with the scope, photos and documents, and the date quotes are due. Quotes that arrive by email are recorded against the same request.

  • Scope, photos and documents in one request
  • Quotes due by a set date
  • Quotes from email recorded on the request
  • Linked to the work order or project
Asking contractors for a quote
Compare

Side by side, line by line.

Quotes for the same request line up on price, scope, inclusions and exclusions. Share the comparison with an owner, or ask a contractor to revise.

  • Price, scope and exclusions compared
  • Allie's ranking, with her reasons
  • Share the comparison with an owner
  • Ask a contractor to revise
Quotes for one request compared side by side by Allie
Approve

The right person approves, against the right budget.

Each quote shows what it does to the budget line before anyone approves it. A quote over someone's spend limit goes to the person who can approve it.

  • Checked against the budget line
  • Spend limits by person and owner
  • Approve, reject or ask to revise
  • Expiring quotes flagged
A quote with its line items, the decision and Allie's budget check

Every quote, from the request to the decision.

Quote requests
One request to several contractors, with everything they need to price it.
Quotes held for a decision
Single quotes that need a yes or no, outside a formal request.
Side-by-side comparison
Price, scope, inclusions and exclusions, compared for you.
Budget check
What each quote leaves in its budget line, or how far over it goes.
Expiry tracking
Quotes about to expire are flagged before the price goes away.
On the job
Quotes stay on the work order or project they're for, with the full history.

Every quote, on the job it's for.

Quotes linked to work orders and projectsBudget lines and spend limits built inAllie compares, you decide

Where the work happens: See work orders →

See a quote go from request to decision.

We'll show you a quote request, Allie's comparison and an approval within spend limits on a portfolio like yours.