Capture the request
Keep customer details, job notes, and files tied to one project.
For Service Businesses
A cleaner proposal workflow for service businesses that quote real work.
PropoKit helps service businesses keep customers, project details, files, services, pricing, delivery, follow-up, and accepted-work prep together before anything reaches QuickBooks.
Built for teams that need more than a template, but do not want proposal chaos.
Service work has a messy middle
A service job often starts with a call, a customer request, photos, notes, service options, pricing, approvals, and follow-up. If those details are scattered across texts, email, spreadsheets, and old PDFs, proposals slow down and opportunities get harder to manage.
Build the proposal
Use saved services, pricing, scope content, and AI-assisted drafting where it helps.
Track the next step
See what is draft, sent, accepted, declined, archived, or ready for QuickBooks prep.
From customer request to accepted work
Create the project
Start with the customer, service request, project name, notes, and files.
Build the proposal
Use saved service details, products, pricing, scope content, and proposal sections to build a clean proposal.
Send and follow up
Export the PDF, share the signing link, create an email draft, and keep proposal status visible.
Prepare accepted work
When the customer accepts, PropoKit keeps the accepted work organized and ready for QuickBooks preparation when connected.
Before accounting
Why PropoKit sits before QuickBooks
QuickBooks is where accounting happens. PropoKit is where the proposal workflow happens before accounting begins. Service businesses can keep drafts, notes, files, pricing decisions, proposal versions, and follow-up organized before accepted work moves toward QuickBooks.
QuickBooks remains the accounting system of record. See how QuickBooks prep works →
Core for one owner. Pro for teams. Core gives one business owner the complete proposal workflow. Pro adds teammate access, shared files, shared proposal library, imports, bulk updates, role controls, and more storage. See Pricing
Frequently asked questions
What kind of service business is a good fit?
PropoKit is a good fit when your work involves customers, project details, files, services, pricing, proposal delivery, 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 starts.
Can my team use it?
Yes. Pro is built for teams with teammate access, shared project files, shared proposal library, role controls, imports, bulk updates, and more storage.
Turn service requests into cleaner proposal workflows. Keep customers, project details, files, services, pricing, follow-up, and accepted-work prep organized before QuickBooks starts. See Product Tour