Everything a Trades Business Needs, Built Into One Workflow
SplitQuotePro isn't a generic CRM with a quoting add-on. It\'s a purpose-built platform where every feature is designed to connect to the next — from the first customer record through the final payment.
Customer & Project CRM
SplitQuotePro starts where every job starts — with a customer. Your customer records hold everything: contact details, project history, signed quotes, outstanding invoices, and communication notes in one organized view. No more hunting across spreadsheets or digging through email chains.
Each project is tracked from the initial inquiry through final payment. You can see at a glance what stage every job is in, what's been quoted, what's been approved, and what still needs to be invoiced. For trades businesses managing multiple concurrent jobs, that kind of clarity is the difference between a smooth operation and constant chaos.
The CRM is purpose-built for the trades — not a generic contact database. It understands the lifecycle of a contracting job and structures your data around how the work actually flows.
- Full customer records with contact info, project history, and notes
- Project status tracking from lead through final payment
- Contact history and communication log on every record
- Linked quotes, approvals, and invoices — all on the customer timeline
- Search and filter by status, trade type, or project stage
Quoting & Estimates
Build detailed, professional quotes with a line-item editor that supports materials, labor, permits, subcontractors, and any other cost component your jobs require. Quotes can include service agreement terms inline — no separate document required.
Every quote tracks its own lifecycle. You can see when it was sent, whether the customer has viewed it, and whether it has been approved or declined. That status visibility means you always know what needs follow-up and what is ready to move forward.
Quotes are designed to be professional enough to send to any customer, detailed enough to protect you legally, and structured well enough to auto-generate an invoice when approved — so nothing needs to be re-entered.
- Line-item builder with support for materials, labor, and other costs
- Service agreement language included directly on the quote
- Quote status tracking: draft, sent, viewed, approved, declined
- Customer-facing quote view formatted for clarity and professionalism
- Approved quotes automatically become the source of truth for invoicing
Dual Pricing on Every Quote
This is the core feature that sets SplitQuotePro apart. Every quote shows both the ACH/check price and the card price side by side before the customer is asked to approve anything. The customer sees both options, understands the difference, and makes their choice up front.
Contractors no longer have to absorb credit card processing fees silently or add a mysterious line item that confuses customers. The pricing model is transparent, the difference is clearly labeled, and the customer picks what works for them — before a signature is collected.
The chosen payment method flows through to the invoice, so there is never a discrepancy between what was quoted and what is billed. The dual pricing framework creates a clean, documented record that the customer reviewed and accepted both options.
- ACH/check and card pricing displayed side by side on every quote
- Card fee clearly labeled — no hidden charges or surprise markups
- Customer selects their payment method before signing
- Payment method selection carries through to the invoice automatically
- Full audit trail of which price the customer chose and when
Customer Disclosure & Approvals
The approval workflow is built directly into the quote experience. Before the customer signs, they are shown a clear disclosure acknowledging that they have reviewed both payment options and the total pricing. This is not an afterthought — it is baked into every quote by default.
Customers sign digitally on the quote itself. The signature, the selected payment method, and the acknowledged disclosure are all recorded together and stored on the job record. This gives you documented proof that the customer understood and agreed to the pricing before work began.
This approach is specifically designed to reduce the conditions that lead to chargebacks and post-completion disputes. When a customer has signed a disclosure stating they reviewed both payment options and approved the total, the risk of a surprise dispute drops significantly.
- Built-in pricing disclosure included on every customer-facing quote
- Customer signature captured digitally alongside payment method selection
- Signed approval stored on the job record for reference
- Disclosure confirms the customer reviewed both ACH and card pricing
- Approval timestamp and record accessible at any time after signing
Smart Invoicing & Collections
When a quote is approved, the invoice is ready. SplitQuotePro auto-generates the invoice directly from the approved quote — including the line items, the total, and the payment method the customer selected. You don't re-enter anything. There is no version mismatch between the quote and the invoice.
Invoice status is tracked through its own lifecycle: generated, sent, viewed, paid, and overdue. You can see at a glance which jobs have been invoiced, which are outstanding, and which need follow-up. Collections management is part of the same workflow — not a separate process bolted on.
Because the payment method is captured at quote approval, the invoice already knows whether the customer agreed to ACH pricing or card pricing. That consistency is what makes the end-to-end workflow clean — every number on the invoice is traceable back to a customer signature.
- Invoice auto-generated from approved quote — no re-entry required
- Line items, pricing, and payment method pulled from customer approval
- Invoice status tracking: generated, sent, viewed, paid, overdue
- Collections follow-up integrated into the same workflow
- Invoice total always matches what the customer signed — guaranteed consistency
Secure Multi-Company Workspaces
SplitQuotePro is built for businesses that operate at scale. Whether you run a single contracting company or oversee multiple entities — franchises, affiliates, subsidiaries, or partner businesses — each company lives in its own isolated workspace with its own data, users, and settings.
Role-based access controls let you define exactly what each user can see and do. Field technicians, office staff, managers, and owners can all have access tailored to their responsibilities — without anyone stumbling into data they should not be touching.
For payment partners and organizations managing multiple merchant relationships, the multi-workspace model means each contractor's account stays clean and separate. SplitQuotePro is not a payment facilitator — contractors keep their own merchant account — and the platform is designed to respect that structure at every level.
- Each company lives in an isolated, separate workspace
- Role-based user access — tailored permissions by responsibility
- Support for multiple companies under one account for operators and partners
- Data isolation between workspaces — no cross-contamination
- Built to scale from solo operator to multi-location enterprise
See Every Feature in Action
Create a free account to explore the platform, or request a demo to walk through the workflow with our team.