LedgerQuote Desk
It turns a site visit or a call into an itemised quote built only from your own rate card, and holds it for your yes.
Built on
Where it lands
You don't need
Slack or Notion. It lands where you already work.
01The problem
The customer was ready on site. Then the quote took two evenings to write, line by line, and by the time it landed they had called someone else.
Without it
Evenings spent typing. Every quote starts from an old one and a calculator.
Prices from memory. One wrong rate and the total doesn't add up.
Asks lost in the notes. Something the customer asked for never makes it onto the quote.
Gaps filled with guesses. A rate nobody set gets made up on the spot.
With Ledger
Drafted the same day. From the visit notes and your rate card.
Prices from one source. Every line pulls from your own rate card, with its source shown.
Every ask matched or flagged. Each ask is matched to your rate card by rule first, then by one model pick from the card itself. Anything still unmatched is flagged "needs a price from you".
Gaps left blank. No rate card source, no number. The line waits for you.
02How it works
Every run follows the same five steps. Nothing it writes goes out until a named person approves that exact draft: Tony on our own brands, and on yours, the person you name at setup.
From the call notes, email or intake form you give it: what the customer asked for, in their words, and any quantity they stated.
Each ask matched to the items and rates you already charge.
Itemised, with a total that adds up and a source on every line.
Any line without a rate card source stays blank and is listed for you.
The quote and its cover note wait as drafts in the approval queue. Nothing reaches the customer until a named person approves them.
03Sample output
What Ledger produces, shown on labelled sample data. Names and figures are fictional; your own data replaces them.
Quote lines
| Line | Qty | Unit | Amount |
|---|---|---|---|
| St. Augustine Floratam Pallet (full) | 10 | $385 | $3,850.00 |
| Delivery, zone 1: Brandon · Riverview · Valrico · Lithia (up to 15 mi) | 1 | $160 | $160.00 |
| Fill Dirt | 3 | $95 | $285.00 |
| “Remove the construction debris and old grass and install the new sod” | Needs a price from you |
Priced lines $4,295.00 · 1 line left blank, no price on file
04What you get
Installed on your accounts, tested on your real data with every message held as a draft, then hosted, watched and fixed by us.
Your rate cardEvery item you sell, with its rate, as the single source every quote pulls from.
Itemised quote draftsBuilt from the visit, totals that add up.
A cover note draftA short fixed note with the customer's name, the quote number, and the total or the lines still being confirmed, held beside the quote for your yes.
The blank-line listEvery line it would not price, and why.
Private rules kept privateInternal formulas stay internal; the customer sees the line and the total.
A plain English guide and a walkthrough video
Fixes and updates included for as long as you're on the care plan
05Who it's for
It fits if
Not for you if
Every job is a one off with nothing repeatable to price from. Want every quote followed up after it goes out? That's Follow-Through.
Proof
Built for Sod-X first. No numbers yet. We publish them after 30 days of real runs, each one linked to the run that produced it.
06Install Ledger
One setup, then one monthly line. The final number comes in writing on a Project Quote before anything is built.
Setup · Starter build
$3,500 to $6,000
One time. We install it, connect it to your accounts and make it yours.
Then monthly · Maintain care plan
$750/mo
We host it, watch it and fix it, so you never have to.
07Questions
The Maintain care plan, $750/mo, covers hosting, monitoring and fixes. AI usage is billed at cost on its own line. When you add email sending through Resend, that account stays on your own plan.
About 7 days. Most of it is writing your rate card with you and testing quotes against jobs you have already priced by hand.
Your current rates, a few past quotes you were happy with, and the call notes, email or intake form for each quote.
It never sends a quote, and it never invents a price. Every line comes from your rate card or stays blank, and every quote waits as a draft until you approve it.
No. Internal formulas and rates stay on your side. The customer sees the items and the total you approve.
08For agencies and operators
If you run more than one business, or you serve clients who need the same thing, we install any engine in this catalog for each of them, then run it and fix it behind you.
Partner terms, including whether the client screens carry your name and logo, are agreed in writing on the partner call.
09Works well with
Drafts the confirmation, the status updates and the quote follow up for every order and estimate, and holds each one for your yes.
Keeps every web estimate, form enquiry and request filed in one place, with the Jobber request for each estimate planned and shown to you.
Next step
Thirty minutes on a call. Bring the job that eats your week, and we will tell you whether Ledger fits, or that nothing in the store does yet. If it fits, the number comes in writing.
