Quoting and estimating

Quoting software for window fitters who hate retyping line items

Raise clear estimates from the survey, chase them from the pipeline, and turn accepted quotes into jobs and invoices without starting again.

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Quotes that live on the job

From measure-up to accepted price in one record

Scattered Word docs and email drafts make it hard to know which price the customer actually has. FitterPal keeps quotes with the customer and job so your office quotes from the same numbers your install team later invoices.

  • Build quotes with line items your customer can understand
  • Send and track status without losing the thread
  • Convert wins into the next stage of the job
  • Keep survey notes and photos beside the estimate

Fewer forgotten follow-ups

Quoted work stays visible until it wins or dies

Fitting firms often lose quiet weeks of revenue because quotes expire in inboxes. A pipeline view makes unpaid attention obvious, and Marshall can help surface what still needs a chase.

💡 Closing one extra quote a month is usually worth more than the software.

  • See quoted-but-not-won work on the board
  • Reuse customer details instead of rebuilding every estimate
  • Hand off cleanly to scheduling when the job is won
  • Move accepted values toward invoicing without double entry

What you get

CRM link

Every quote sits on the right customer and address.

Job pipeline

Know what is still waiting on a decision.

Invoicing handoff

Accepted work flows toward deposits and balances.

Photos on file

Survey shots stay with the estimate you sent.

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Invoicing and getting paid

Deposits, balances and follow-up.

CRM for window fitters

Keep quotes with the customer.

Pricing

Simple monthly plans.

Questions from fitting firms

Some firms still use specialist configurators for complex aluminium or composite pricing. FitterPal shines at joining the commercial quote to the job, schedule and invoice. Many teams use both.

FitterPal is built for UK trading businesses with VAT-aware commercial documents. Check current invoice settings in-app or on a demo for your exact setup.

Accepted work stays on the same job record so deposits and final invoices aren't rebuilt from a separate spreadsheet.

See it in action

Grab a quick 15-minute demo: tell us what you need, see FitterPal in action and get every question answered. No pressure, just value.

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