Help & FAQ
Everything you need to know about using QuoteDr
How-To Manuals
These quick manuals match the Help buttons inside QuoteDr windows. Video walkthroughs can be added here when they are ready.
Start from the dashboard, create a quote with the client name, then open the builder. Add rooms first, then add line items inside each room. Save before leaving the page.
Use room or area breaks to organize the job. Add line items with a clear description, unit type, quantity, and rate. Review room subtotals and the quote total before sending.
Manage Line Items is your saved price list. Keep item names searchable, set the rate you charge, and optionally track material cost and supplier links for margin review. Use Manage Items > Choice Group to create saved client option groups from your saved items. Pick One is for one selected material or option; Pick Multiple is for add-ons where the client can choose several. Auto-grouping can automatically use a saved group when one of its items is added to a quote.
Use Quote Settings to choose the client view, approval options, expiry, deposit display, and message. Preview the document, then share it through the correct client portal.
Satellite Measure, Floor Plan Scanner, and Material Estimator help turn dimensions into quote quantities. Always review calculated quantities before adding them to a client quote.
Flooring, paint, and drywall calculators estimate material quantities from dimensions or scanned quote data. Adjust waste, coverage, sheet size, and other assumptions to match the real job.
Specialty tools such as IKEA Quick Quote speed up repeated workflows. Set your pricing first, parse or enter the source information, review the results, then add them to the correct room.
AI Quote Builder works best when you describe the job clearly and your saved pricing list is current. Always use AI Voice Review to check parsed items, uncertain matches, duplicates, learned mappings, saved groups, and room scope notes before sending to a client. AI Memory remembers phrase corrections, AI Trade Rules apply contractor shorthand, and Voice Templates apply repeatable packages.
Save client details to reduce typing and avoid delivery mistakes. QuoteDr shares quotes, invoices, and change orders through the client portal; provide its link and PIN when the client needs access.
Generate invoices from completed quote information, then review the total before sharing through the client portal. In Settings > Payments, Stripe can show a deposit button on portal quotes and a pay-in-full button on portal invoices. Use deposit tools and Stripe checkout only after payment settings are ready.
Getting Started
Log in, click "New Quote" from the dashboard, fill in your client's name and project details, then add rooms and line items. You can type items manually or use the AI voice feature to speak your quote out loud.
Go to Settings → Business Profile. Fill in your name, address, GST/HST or other tax ID, and tagline. QuoteDr displays the tax ID as entered on client documents; it does not verify registration status.
QuoteDr works on any device with a browser — iPhone, Android, iPad, laptop, or desktop. The voice quote feature works best on iPhone/Safari.
Building Quotes
Inside a quote, click "Add Room" to create a new section (e.g. Bathroom, Kitchen). Then click "Add Item" inside the room to add labour and material line items.
Yes! Go to Settings → My Materials. Add your custom items with your own rates. When you use AI voice quotes, it will automatically pull from your price list.
Open the quote builder, click Manage Items, click Choice Group, then click New. Search and select saved items from your database, choose Pick One or Pick Multiple, choose the default/base option for Pick One, leave auto-grouping on if you want QuoteDr to use the group automatically, then save the group.
Create a saved Choice Group in Manage Items with Pick One. Add the group to a room with Saved Group, or add one of the saved items and let auto-grouping place the group on the quote. In the quote builder, click the Pick One badge if you want to choose which option appears first or is selected by default for the client. Use Turn Off Grouping if this quote should keep only one normal line item.
After saving your quote, choose Share in Client Portal, select the correct portal, then copy, open, or email that portal link. Clients can use it on any device without creating an account.
Yes — change the quote status to "Invoiced" from the dashboard dropdown. Invoice view is available from the quote actions menu.
AI Features (Pro)
Tap the microphone button, describe the job out loud (e.g. "bathroom refresh, new tile floor, new vanity, paint walls"), then tap Generate. The AI builds a structured quote from your description in seconds.
In Settings, you can upload a text file of your materials or client list and the AI will automatically read and import it — no manual entry needed.
Yes. If you've set up your custom materials in Settings, the AI voice quote will match your prices automatically.
Clients & Data
Go to Settings → Import Clients, or add clients directly when creating a quote. Client info is saved and synced across all your devices.
Yes. All quotes, clients, and materials are saved to the cloud and available on any device you log into.
Yes — go to Settings and use the Export buttons to download your clients and materials as text files.
Account & Billing
Basic ($39 CAD/month or $390 CAD/year) includes unlimited quotes, client management, and cross-device sync. Pro ($99 CAD/month or $990 CAD/year) adds AI voice quotes, AI smart import, the AI assistant chat, and team features (coming soon).
Yes! Both plans come with a 14-day free trial. No charge until the trial ends, cancel anytime.
Email support@quotedr.io and we'll cancel your subscription within 24 hours. No hassle, no questions.
Email support@quotedr.io or use the AI Assistant chat button (bottom right of any page). We typically respond within 1 business day.
From what I can see, QuoteDr does not have that yet. Go to Settings > Feedback and submit the idea so we can consider building it. Include the page you were on, what you were trying to do, and how the feature would help your workflow.