⚙️ For teams that aren't one-person shops

Approvals, spend tracking, and customer history —
built into every quote.

Reps can't send a $40k quote without an owner sign-off. Customers see their lifetime spend with you. You see who's spending and who's drifting. None of it is bolted-on — it's how every quote already moves.

Start 14-day trial See workflows ↓

Approval workflows

Reps draft. Managers approve.
No one sends a $40k quote on autopilot.

Set a dollar threshold or flag specific reps. Quotes above the line auto-route to a manager — owner, branch lead, ops lead, whoever you pick — for approval before they leave the building. The rep can't accidentally undercut the shop.

→Per-rep or per-amount routing. Different rules for the new hire vs the senior estimator. Different thresholds by branch.
→Status visibility. Every quote has a clear state: Draft → Pending Approval → Approved → Sent. Reps and managers see where each one is.
→Approve, reject with reason, or send-back for edits. Manager doesn't have to retype — comment lands on the quote so the rep knows what to change.

Quote Q-0214 · Greenscape Outdoor Pending Approval

Submitted by Andy Becker

Approver Rahul Surana · Owner

Amount $42,800

Threshold Over $25k (requires approval)

Rep note

"Wants the premium fescue mix on the front beds. Higher margin item — flagged for owner review."

Inbox · ZeroFi <quotes@zerofi.ai> 2 min ago

Approval needed

Andy submitted Quote Q-0214 for your approval

Client: Reilly Residence
Amount: $42,800
Project: Front yard renovation + irrigation tie-in
Note from Andy: "Premium fescue mix on the front beds."

✓ Approve Send back with note View in ZeroFi →

One click. No login. You can approve from your phone while the rep waits.

Email approval routing

Approve from your inbox.
No login required.

When a quote needs sign-off, the approver gets an email with the key details and two big buttons: Approve or Send Back. One tap from a phone is enough. The rep stops waiting; the client stops waiting; the quote moves.

→Mobile-friendly. Owners working out of the truck can approve a $40k proposal from the inbox without opening the app.
→Audit trail. Every approval action is logged on the quote — who approved, when, and any comment.
→Configurable per branch. Multi-branch shops set different approvers per location. A Chicago manager doesn't see Phoenix quotes.

Customer analytics

Who's spending? Who's drifting?
Who hasn't booked in 90 days?

Every quote feeds the customer profile. Lifetime value, average ticket, last-engaged date, every historic quote and invoice. The intel a CRM gives you, without the CRM tax — and tuned to what service contractors actually need.

→Customer profile with lifetime spend, # of quotes, win rate, days since last quote, paid balance.
→Historic quote search across every customer. Filter by status, service, rep, date range, value. Find that quote from 2 years ago in 5 seconds.
→Stale-customer alerts in the Insights tab. "12 customers haven't been quoted in 90+ days — combined past spend $186k."

Customer Profile

Reilly Residence

tom@reilly.com · 4314 Regency Dr

Lifetime spend

$28,940

↑ $3,094 this month

Win rate

82%

9 of 11 quotes won

Avg ticket

$3,215

Last quoted

3 days ago

Active

Recent quotes

Q-0214 · Front yard renovation Pending

Q-0188 · Irrigation tune-up Won · $1,240

Q-0142 · Fall cleanup Won · $880

Q-0098 · Spring planting Won · $3,094

Customer Portal · Greenscape Outdoor

tom@reilly.com

Active jobs

Spent in 2026

$8,214

Avg ticket

$3,215

Awaiting review

Spend · last 12 months

+182% YoY

JunAugOctDecFebApr

Customer portal · client-side

Your clients see what they've spent.
Loyal customers come back.

When a customer signs into their portal, they don't just see one invoice — they see a dashboard. Active jobs. Total spent this year. Average ticket. A spend chart that makes their relationship with you feel substantial. Hotels and property managers love this.

→Spend over time chart — month-by-month spend, with year-over-year comparison.
→Quote history with status — awaiting their review, won, in progress, paid.
→One-click pay on any invoice via Stripe. No "wait for the mail" excuses.
→Branded as you. Your logo, your colors. Looks like a relationship, not a vendor.

Historic quotes & spend analysis

Every quote is searchable, sliceable, exportable.

Find any quote in 5 seconds

Search by customer, address, dollar range, service, rep, status, branch, date. "Show me all Hotel quotes over $25k by Andy in Q1." Done.

Spend trends per customer

Drill into a customer's profile and see their spend monthly, quarterly, annually. Spot the ones ramping up and the ones cooling off before they leave.

Export to CSV / accounting

Pipe filtered quote and spend data into QuickBooks, Excel, or your CFO's spreadsheet. No copy-paste.

Approvals, spend tracking, and customer history — built into every quote.

Reps draft. Managers approve.No one sends a $40k quote on autopilot.