Quoting Software

Send Quotes, Schedule Jobs, and Get Paid

Profit Max is the service business CRM that maximizes profit and builds recurring revenue.

14-day free trial. No credit card. Cancel anytime.

Profit Max quoting software on a MacBook, with the mobile schedule on an iPhone

What Profit Max Does

Profit Max is an all-in-one CRM for service businesses. It centralizes your leads, quotes, work orders, invoices, payments, and customer messaging so you can run your entire business from one app.

Start Free Trial14-day free trial. No credit card. Cancel anytime.

Quotes, Scheduling, Invoices, and Expenses

Send Quotes

Build a quote or estimate from your own services and prices, send it by email or text, and your customer accepts it online.

Automatic Job Costing

Profit Max does the math to show you what you need to charge for each service.

Job Scheduling

Every accepted quote becomes a work order, so you can put the job on your calendar right away.

Invoices and Online Payments

When the job is done, Profit Max creates the invoice, and your customer can pay it online by card.

Expense Tracking

Add expenses with a photo of the receipt, set up the ones that repeat, and see your profit and loss.

Mobile App

The Profit Max app for iPhone and Android allows you to quote, schedule, and invoice from the job site.

Quoting Software Pricing

Start with a 14-day free trial with every Pro feature. No credit card required.

Pro
For operators growing a team
$199/mo
$149/mo
billed annually
Up to 10 users
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All Starter features, plus:
  • ✓ Price Optimization
  • ✓ Packages, Limited-Time Offers & Service Plans
  • ✓ Instant Quote Forms
  • ✓ Customer Portal & Online Booking
  • ✓ Employee Time Clock
  • ✓ Employee Training Videos
  • ✓ New Hire Onboarding System
  • ✓ Equipment Maintenance Tracking
  • ✓ QuickBooks & Zapier
  • ✓ Email Marketing Campaigns

Pro Features

Profit Max prices every job to exceed your target profit margin, grows every job with packages, limited-time offers, and recurring service plans, and optimizes your pricing to profit more over time.

Automatic Price Optimization

Profit Max tracks how often each service wins jobs and tells you when you can charge more.

Packages

Give your customer up to three versions of the job to choose from on one quote.

Limited-Time Offers

Add discounted add-ons with a countdown timer, so customers have a reason to accept the quote sooner.

Service Plans

Service plans retain customers and continually increase your monthly recurring revenue.

Start Your Business on Profit Max

You can do all three steps during your free trial.

1

Start Your Free Trial

Sign up with your email, and your 14-day free trial starts right away. You don't need a credit card to start it.

2

Set Up Your Business

The Setup Checklist takes you through it one step at a time: your costs, your services and prices, online payments, and texting.

3

Start Maximizing Profit

As you send quotes, your profit margin and close rate are tracked, automatically optimizing over time to maximize year-end profit.

Quoting Software Questions

What does Profit Max quoting software do?

Profit Max lets you send quotes, schedule jobs, send invoices, get paid online, and track your expenses, all from one app. Profit Max is the service business CRM that maximizes profit and builds recurring revenue.

Can my customers accept a quote online?

Yes. Your customer opens the quote from the email or text you send, agrees to your terms, and clicks Accept Quote. Profit Max then creates the work order, so the job is ready to schedule.

Is there an estimate app for my phone?

Yes. The Profit Max app for iPhone and Android allows you to build and send quotes, see your schedule, finish jobs, and send invoices from the job site.

Can I send invoices and take payments?

Yes. Completing a job creates the invoice with every item on it, and you can send it by email or text. Once you connect Stripe, your customers can pay online by card, and you can take tap to pay payments in person with the Profit Max app.

Can I track my business expenses in Profit Max?

Yes. You can add an expense with a photo of the receipt, set up recurring expenses like insurance or a software subscription, and see your expenses in the Profit & Loss and Expense Summary reports.

How much does quoting software cost?

Profit Max Starter is $49 a month, or $29 a month when you pay for a year up front, and includes quotes, scheduling, invoices, online payments, expense tracking, and the mobile app for one user. Pro adds Price Optimization, Packages, Limited-Time Offers, and Service Plans for up to 10 users, at $199 a month, or $149 a month when you pay for a year up front. Every new account starts with a 14-day free trial.

Can you move my customers and quotes from another app?

Yes, and it's free. Upload the files you export from your old software, like Jobber, Housecall Pro, Markate, QuickBooks, or a spreadsheet, and the Profit Max team moves your customers, jobs, invoices, and prices into your Profit Max account.

Ready to Stop Leaving Money on the Table?

Start your free 14-day trial. No credit card required. See how much more you could be profiting.

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