QuoteDr - Settings

Business Quotes Pricing & Data Notifications Payments Portal Theme Integrations Help Team Account Feedback

Administrator

Analytics Brief Site Traffic User Messages Admin Controls Save Incidents 0 AI Chatbot 0 AI Operations AI Voice Support

Business Profile

Company Logo (appears on quotes & invoices)

PNG, JPG or SVG. Max 1MB.

Business Name

Hide from client

Company Tagline (optional)

Appears below your company name on quotes and invoices.

Owner Name

Hide from client

Street Address

Hide from client

City / Province / Postal

Hide from client

Phone

Hide from client

GST/HST or Tax ID

Hide from client

Canadian GST/HST example shown. VAT and other tax IDs are also accepted. QuoteDr displays the value as entered and does not verify registration status.

Saved!

Quote Preferences

Send Quote Settings

Customize the client view, default message, deposit display, expiry presets, and commitment banner.

Open Send Settings

Quote Heading

Client & Document Numbers

Every new client receives a permanent client number. New quotes, invoices, change orders, and revisions receive their own searchable identifier.

Q · I · CO · R

Company code (optional)

Letters and numbers only.

Company code position

Include company code

Number order

Year

Client number digits

Document sequence digits

Live preview

Existing document numbers never change. Sequences are reserved centrally so two devices cannot receive the same number.

Quote Divider Wording

Preset

Singular label

Plural label

Controls labels like Add Room, Find Room, and the mobile Rooms tab. Existing quote data is unchanged.

Tax Rate

HST/GST/VAT rate. Use the quote total toggle to apply or skip tax per quote.

Tax Label

e.g. HST, GST, VAT, Sales Tax

Apply tax by default on new quotes

You can still turn tax on or off for each quote in the Quote Total card.

Currency

Units of Measurement

Controls measurements throughout Quote Dr. Currency is separate.

Saved!

Terms & Conditions

Customize the default terms that appear on your quotes.

Saved!

Manage Items

Add and manage line items available in your quote builder.

Manage Items

Phone Portrait Layout

Choose which Manage Items row details show by default on narrow phone screens. By default, portrait mode shows only the item name and Details controls.

Unit

Rate

Material Cost

Supplier URL

Margin / Time badges

AI Import Smart

Paste or upload anything — QuickBooks export, spreadsheet, old price list, contacts backup, messy notes. Our AI figures it out automatically.

Pricing / Items
Clients

Works with: QuickBooks item list, Jobber services, Excel/CSV price lists, hand-typed notes, old invoices — any format.

How to export from QuickBooks / other apps ▾

QuickBooks: Lists → Product & Services → Export to Excel → paste below
Jobber: Settings → Services → export or copy-paste the list
Excel/CSV: Just upload the file — AI reads columns automatically
Anything else: Copy & paste whatever you have — AI will sort it out

Upload a file (CSV, Excel export, TXT — any format)

Or paste your data here

Works with: QuickBooks customer list, phone contacts export, spreadsheet, any text list of names & numbers.

How to export from QuickBooks / other apps ▾

QuickBooks: Customers → Export to Excel → paste below
iPhone Contacts: Use a contacts export app → vCard or CSV → upload
Spreadsheet: Copy & paste name/phone/email columns
Anything else: Even a messy list works — AI will extract what it can

Upload a file (CSV, TXT, vCard — any format)

Or paste your data here

AI Voice Learning

Review phrases QuoteDr has learned from your voice corrections.

Loading learned mappings...

AI Trade Rules

Teach QuoteDr reusable contractor math like “case a door = 35 LF per door”.

When I say

Add saved item

Quantity

Per

Formula

Default count

Note

Loading trade rules...

Export Your Data

Download your data as a backup or to move to another device.

Accounting transaction export

Choose accepted quotes and issued invoices for manual accounting import or reconciliation. This is a documented CSV export, not a native accounting integration.

Owner only. The file omits material costs, profit, markup rules, suppliers, internal notes, payment-provider metadata, and client-access tokens.

QuickBooks Online invoice CSV

Prepare only issued, unpaid invoices that match your saved QBO profile. QuoteDr will never create a QuickBooks transaction from this screen.

Owner only. The preflight excludes costs, margins, markups, suppliers, internal notes, provider IDs, tokens, paid invoices, and accepted quotes.

Email Template

Customize the email your clients receive when you send a quote or invoice.

Subject Line

Variables: {quoteRef}, {company}, {total}

Intro Message

Shown at the top of the email, above the quote details.

Button Text

Reply-To Email

Clients hit Reply and it goes here.

Footer Text

Saved!

Follow-up Email

Customize the message sent when you follow up with a client on a quote.

Follow-up Message

The quote link is always included automatically at the bottom of the email.

Saved!

Google Review Requests

Ask happy clients for a review after a job is paid and complete. QuoteDr will never send these automatically without you clicking the request button.

Google Review Link

Paste your direct Google review URL. This is the link clients will receive.

Review Request Message

Variables: {client}, {company}, {reviewLink}

Nudge me if I forget to ask

Show nudge after

days after payment

The dashboard will show a reminder only if the review request has not been sent or dismissed for that job.

Automatic Reminders

Automatically remind clients who haven't responded to a quote.

Enable automatic reminders

Send reminder after

days with no response

Clients who haven't viewed or accepted within this window will get a reminder. Requires client email to be filled in on the quote.

Automatic follow-ups are enabled. QuoteDr will check daily and send reminders to clients who haven't responded.

Report a Bug

Something not working right? Let us know and we'll fix it fast.

Which page did this happen on?

Severity

Describe the bug

Request a Feature

Got an idea to make QuoteDr better? We'd love to hear it!

Which area does this relate to?

Describe your idea

Payments

Manual Payment Options

Accept e-transfer

Leave blank to show clients: "Contact us for the e-transfer email."

Accept cheque

Accept cash

Payment Instructions

Deposit & Invoice Requests

Request a deposit after a client accepts a quote

The deposit step appears even when you only accept e-transfer, cheque, or cash.

Ask me for each quote

Overrides the switch above. Before sharing each draft, choose Request a deposit or No deposit. The choice stays with that quote; existing shared quotes are unchanged.

Default deposit type

Default deposit %

Default deposit amount

Offer payment options on invoices

Card Payments with Stripe

Connect your own Stripe account to receive card payments directly. QuoteDr does not add an application fee; Stripe's normal processing fees still apply.

Checking Stripe connection...

Offer card payments when Stripe is ready

Card payments are off. Your selected manual payment options will still appear to clients.

Card payments will appear only after Stripe reports that your account can accept charges.

Card Payment Rules

Choose which jobs can offer card payment. Each shared quote or invoice keeps its own reviewed choice.

Offer card payment

For every jobAvailable on every new quote and invoice unless you turn it off for that document.

Only at or above an amountSmaller jobs stay off unless you manually offer card payment on that document.

Minimum document total

The document total must meet or exceed this amount.

Prompt me to review qualifying documents

Before sharing, choose card payment for that document and separately review any pricing buffer.

Suggested pricing buffer (optional)

Shown as an optional Markup All suggestion. QuoteDr never applies it automatically or adds a separate card-fee line.

Saved!

Default Client Portal Appearance

Portals set to use the default update when this is saved. A portal-specific theme or logo remains in place until you choose Use Default Theme and Use business logo for that portal in Manage Portals.

Theme Studio

Open the full Portal Theme Studio

Edit colors, layout, logo, buttons, and saved custom themes while looking at a real client portal preview.

Open Theme Studio

Theme Studio

Build a custom client portal theme

Start from a built-in layout, fine tune it here, then save your own named theme.

Start from

Built-in themes are read-only. Saving creates your own custom theme.

Saved custom themes

Custom theme title

Portal Layout Style

Choose the default layout. Individual portals can override this in Manage Portals.

Document amounts

Deducts recorded payments on invoices and accepted quotes. Unaccepted quotes show their total. Balance Due always shows remaining balances.

Header Color

Background

Card and document panel color.

Background 2

Larger portal canvas behind the cards.

Background Style

Fade Strength 45%

Lower keeps the portal closer to white; higher shows more of the selected background tint.

Accent / Text Color

Logo Size

Header Density

Button Style

Card Style

Logo Scale 100%

Fine tune the logo size without changing the selected layout.

Portal Logo

Business logo Portal logo preview

This will only change the portal logo. Your main business logo will stay the same.

Set this custom theme as the default portal theme when saving

Live Portal Preview

This is the real client portal running in demo mode. Changes update live.

Open large

Client View

Adam Client

Show

Everything

Balance Due

Open Quotes

Needs attention

Invoice ready for payment.

Quotes & Invoices

Open

QUOTE

Kitchen renovation

Total: $5,200.00

Client Dashboard

Quote #1001 — $5,200.00

Gmail / Google Workspace

Connect your own sender without opening or changing a quote, invoice, portal or email draft. Sending remains a separate choice in each branded email composer.

QuickBooks Online

Connect your QuickBooks account to push invoices directly from QuoteDr.

Checking status...

QuoteDr stores the secure connection token and only copies customers or items that you explicitly import.

Read-only sync

Preview QuickBooks customers and products/services before importing them into QuoteDr.

Help

Control helpful QuoteDr tips, tutorial prompts, and learning links.

Help Center Tutorials

Quote Builder Tips

Show one short feature tip in the quote builder at most once per hour.

Loading tip settings...

QuoteDr Tutorial

Use the interactive step-by-step guide inside the quote builder.

Open Quote Builder

Tutorial preferences stay on this browser.

Admin User Messages are separate. Tips are controlled by each user and never use broadcast message settings.

Site Traffic

Anonymous marketing activity from PostHog. Active now means activity within the last five minutes.

PostHog

Refresh every 30 seconds while this panel is open

Ready to read marketing traffic.

Open this panel after deploying the analytics-traffic function and setting the PostHog personal API key.

AI Analytics Brief

Summarizes PostHog usage into a short founder-ready report.

Ready when you are.

Run a brief after adding the PostHog personal API key as a Supabase secret.

User Messages

Post app-wide messages for signed-in users. Messages appear after users open or refresh QuoteDr.

Title

Message

Button label (optional)

Button link (optional)

Type

Status

Start showing

Leave blank to show on next refresh.

Stop showing

Required only for until-date messages.

Times shown

Promotion action

Choose announcement-only, or let eligible Standard account owners explicitly activate temporary Pro access.

Reward

Audience

Pro access days

Activation limit (optional)

Only approved QuoteDr administrator accounts can manage messages. Administrators also see active messages for previews and live tests.

Posted Messages

Shown/dismissed counts update as users see messages.

Loading messages...

Recording Privacy

Conceal business pricing in tutorials, demonstrations, and advertising captures.

Hide pricing

Quantity24 LF

Client price$2,450.00

Pricing is visible on this browser.

The setting applies immediately to QuoteDr tabs on this browser. Quantities, dimensions, units, and saved calculations are unchanged.

Save Incidents

Failed business-data saves retained for diagnosis and recovery.

Needs attention

Retry requested

Resolved recently

Open this tab to load incidents.

AI Chatbot repeat questions & issues

See product themes raised by multiple signed-in users without storing chat messages, names, emails, or client details.

Open AI Operations

Open this tab to load privacy-safe trends.

Collect topic trends

Distinct users

Window

Re-alert delay

A theme alerts only after the distinct-user threshold is reached inside the window. Reviewed themes wait for the re-alert delay and new repeat activity.

Examples below are controlled intent and page labels, never excerpts.

Show

Team access

Give each person their own login. Access is controlled by permissions, and protected pricing never leaves the server.

Open this tab to load your team.

Role templates

Duplicate a role, choose its capabilities, then set each field to Hidden, View, or Edit. Assign a one-person role when an estimator needs unique privacy.

No role templates loaded.

Email address

Role

Members

No team data loaded.

Pending invitations

No pending invitations.

Create role

Set what this role can do and which fields it can receive.

Hidden fields are removed by the server, not just hidden on screen.

Role name

Copy settings from

System roles stay unchanged; copying creates your own account role.

Description

Capabilities

Capabilities control actions such as editing, sending, billing, or team management. Required prerequisites are selected automatically.

Field privacy and access

Hidden values are never returned to this role. View is read-only. Edit allows changes only when the matching capability is also enabled.

AI Voice Support Review

Use only when a customer asks QuoteDr to investigate a reported AI Voice error or related support issue. Every transcript search and recording access is audited.

Do not browse customer records for product research, training, or routine monitoring. Original audio appears only when the owner explicitly preserved that recording for the exact active case. It is investigation evidence for human review, not automatic proof or a guarantee of compensation.

Customer account email

Exact support case ID

Investigation reason

No customer transcripts loaded.

Account

Checking subscription...

Basic

Quotes, invoices, clients, branding, sync, templates, and Stripe payments.

Pro

Everything in Basic plus AI quote tools, floor plan scanner, upsells, profit tracking, QuickBooks, and reminders.

View Plans

Birthday & Annual Gift

Optional and private to your account. QuoteDr stores only the month and day for birthday wishes and gifts.