Capture the job
Keep the customer, project, notes, and files tied together from the start.
For Contractors
Built for contractors who quote real jobs.
PropoKit helps you keep the customer, project, files, scope, pricing, proposal delivery, follow-up, and accepted-work prep together from the first call to the final yes.
QuickBooks starts after acceptance. Drafts and job details stay organized in PropoKit first.
The job starts before the proposal
A contractor proposal usually starts with a call, a site visit, a few photos, customer notes, rough scope, product choices, pricing decisions, and follow-up. If those pieces are scattered, the proposal gets slower and easier to lose.
Build with real scope
Use saved products, services, scope notes, pricing, and proposal sections.
Follow through
Send, track, follow up, and move accepted work toward QuickBooks when connected.
What contractors keep together in PropoKit
Customer details
Keep names, contact info, and project relationship connected to the job.
Project files
Store site photos, documents, notes, and files where the proposal work happens.
Scope and objectives
Turn job details into clear proposal sections instead of rewriting from scratch.
Products and services
Reuse saved items, pricing, descriptions, and service details.
Proposal delivery
Export a PDF, create a signing link, use email drafts, and track versions.
Follow-up and status
Know what is Draft, Sent, Accepted, Declined, or Archived.
From first call to accepted proposal
Create the project
Start with the job, not a blank document. Add the customer, project name, files, and early details.
Build the proposal
Use proposal sections, saved items, Scope of Work, Objectives, Pricing Summary, Terms, and AI-assisted drafting where it helps.
Send and follow up
Export the proposal, share the signing link, create an email draft, and keep the next step visible.
Prepare accepted work
When the customer accepts, PropoKit keeps the accepted proposal organized and ready for QuickBooks preparation when connected.
For contractors who do not want proposal chaos
PropoKit is built for contractors who need a cleaner way to handle quoting without turning every job into a custom admin project.
Less rewriting
Reuse the scope, terms, products, services, and pricing details you already trust.
Less searching
Keep customer details, files, notes, and proposal versions with the project.
Less guessing
Track what was sent, what changed, and what needs follow-up.
Cleaner handoff
Accepted work can move toward QuickBooks preparation without dumping drafts into accounting.
Works for many contractor workflows
PropoKit is flexible enough for different contractor and service-business quoting workflows, especially when jobs involve details, files, pricing, follow-up, and customer approval.
Remodeling and renovation
Use files, scope, pricing, and proposal versions to keep job details clear.
Smart-home, AV, and low-voltage
Keep products, services, equipment details, files, and project notes together.
Home services
Build cleaner proposals and follow up without losing track of the job.
Specialty trades
Reuse scope language, services, pricing, terms, and job-specific proposal sections.
Consulting and installation work
Keep deliverables, pricing, files, and acceptance steps connected.
Before accounting
Why contractors use PropoKit before QuickBooks
QuickBooks is where accounting happens. PropoKit is where the proposal workflow happens before accounting begins. Drafts, files, scope changes, proposal versions, follow-up, and accepted-work prep should stay organized before anything becomes an invoice.
In PropoKit
- Project details
- Customer info
- Files and notes
- Scope and pricing
- Proposal versions
- Signing links
- Email drafts
- Follow-up status
- Accepted-work prep
In QuickBooks
- Customers
- Estimates or invoices
- Payments
- Accounting reports
- Bookkeeping records
Core for one owner. Pro for teams.
Core gives one business owner the complete workflow. Pro gives teams the same workflow with teammate access, shared files, shared proposal library, imports, bulk updates, role controls, and more storage.
Frequently asked questions
Is PropoKit only for large contractors?
No. Core is built for one owner. Pro is built for teams that need shared access, role controls, and more storage.
Can I use PropoKit for my trade?
Yes, if your work involves customers, project details, files, scope, pricing, proposals, follow-up, and accepted-work handoff.
Does PropoKit replace QuickBooks?
No. QuickBooks remains the accounting system of record. PropoKit manages the proposal workflow before accounting begins.
Can I reuse products, services, and scope?
Yes. PropoKit helps you reuse saved proposal content, products, services, pricing details, and scope language so you do not start from scratch every time.
Can I send proposals to customers?
Yes. PropoKit supports PDF export, signing links, email drafts, proposal versions, and proposal status tracking according to your plan and access state.
Does PropoKit help with follow-up?
Yes. You can track proposal status and keep the next step visible so sent proposals do not disappear into email threads.
Quote the next job with a cleaner workflow.
Keep the project, files, proposal, follow-up, and accepted-work prep together before QuickBooks starts.