Phase-based project board
Track builds through every phase on a board built for your workflow.
You need an operating system that works well for your business, welcome to Quotelyfy!
Job Tracking Software for General Contractors
Track construction jobs and trades on one board. Run phase checklists, assign work, collect sign-off documents, keep clients updated live, and get paid with a payment link.
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Create and save your invoice. Free!
Build a real quote or invoice right here, configure it the way you want it, and save the PDF. No account needed — it is the same editor our customers use every day.
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What you get
What you get with Quotelyfy
Sign-offs and documents
Collect sign-off documents and photos through secure requests at each phase.
Milestone payments
Send a payment link or link to an invoice at each progress milestone.
Jobs
How Quotelyfy helps
A build involves phases, trades, inspections and a client who wants to know it is on track. When it all lives in your head and a group chat, phases overlap, sign-offs get missed, and progress payments slip.
Quotelyfy puts every project on a board with your phases — groundwork, structure, first fix, second fix, finishing, handover. Assign work, run a phase checklist, collect sign-off documents and photos through document requests, and record the work done. You choose which stages the client sees.
The client follows the build on a live tracking link, so they can see real progress without site visits. At each milestone, send a payment link or link to an invoice for the progress payment, and request a rating at handover. The build stays on track and the money keeps flowing.
What to Look for When Choosing a Platform
If you are comparing invoicing tools, the flashiest demo is not always the one that protects you from rework and calculation mistakes. These are the capabilities worth checking for — and the ones Quotelyfy keeps at the centre of your workflow.
Quote-to-invoice in one flow
When a customer approves your quote, you should not have to rebuild the same job from scratch. Look for a platform that turns an accepted quote into a ready-to-send invoice instantly — with customer details, line items, and pricing carried forward without copy-paste.
Totals you can trust
Discounts and line-item totals should update themselves as you work, so you are not fixing spreadsheet errors before every document goes out.
Documents that look like your business
Quotelyfy puts your company logo, business name, and contact details straight onto quotes and invoices, with clean PDF output you can send or download. Customers see a professional document from the start — without you rebuilding the same formatting in a spreadsheet or word processor every time.
The payoff
What to expect after 4 weeks of using Quotelyfy
Faster workflow
Quoting, invoicing and follow-up happen in one flow instead of being scattered across apps, chats and spreadsheets.
Organised
Every customer, document and job sits in one place — nothing slips through the cracks or gets forgotten.
Happier customers
Faster replies and a business that runs smoothly online — pay links, live tracking and reminders keep every job moving.
14-day trial included
Quick answers
Questions, answered
Questions contractors ask about tracking jobs.
Can I track a build through phases?
Yes. Customisable board stages let you model groundwork, structure, first fix, second fix, finishing and handover.
Can I assign work to trades?
Yes. You can assign team members to jobs so each trade knows their part.
Can I collect sign-off documents?
Yes. You can request documents from the client or share documentation for review and signing, and requests can be PIN protected.
Can clients see progress without site visits?
Yes. The live tracking page shows the current phase and last update, so clients stay informed remotely.
How do progress payments work?
Send a payment link or link the job to an invoice at each milestone, and request a rating at handover.
Keep exploring
Related pages & guides
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