How can we help?

After you sign up, a short setup walks you through your business details, tax rate, labor rates, inviting your team and connecting online payments. You can skip a step and finish it later in Settings. Then create your first work order.

Today you can sign up as an automotive repair shop, a landscaping business, or one person in any trade on Quotera One. Each gets screens and wording built for its trade, like vehicles for auto shops and properties for landscapers. Trade tools and team features come with Basic and up.

The Free plan is the real product with no time limit and no card: up to 10 work orders in total, 50 customers, 50 vehicles or properties, 1 user and 3 photos per work order. Online payments, digital signatures, reports and expenses start on a paid plan, and texting on Basic and up.

Yes. Your first shop can run any paid plan free for 14 days with no credit card, and nothing is charged when it ends. Texting starts when you subscribe. There is also the Free plan: $0 with no time limit for 10 work orders in total, 1 user and no credit card.

Yes. Quotera runs in your web browser on a Mac or Windows computer, with nothing to install.

Yes. Quotera runs in your phone's web browser, with nothing to install.

Not yet. On Android, Quotera runs in your phone's web browser.

Go to Work Orders and click Create Work Order. Pick or add a customer, add the vehicle or property if your trade uses one, then add jobs with labor and parts and save. Saved labor presets fill in common work in one click.

Open the work order and click Send Email, or Send SMS once texting is set up. Your customer gets a link to view the document, approve it, and pay online if you accept card payments. You can also copy the link and share it any way you like.

Jobs are logical groupings of work (like "Brake Service" or "Oil Change"). Each job contains labor and parts as line items. This helps organize work orders and makes estimates clearer for customers.

Yes, on any paid plan. Customers open the estimate link and sign to approve, you get notified, and the work order status updates.

Open the work order and use the Photos section to upload from your device or take a photo with your phone's camera. Free allows 3 photos per work order, Quotera One 5, Basic 10, and Pro and Max unlimited.

Yes. Labor presets come with every paid plan, with more saved presets on higher plans. Full job templates, which add a complete job with its labor and parts, are on Pro (up to 25) and Max (unlimited). Both live under Presets.

Yes. Click Print on the work order. The customer copy opens with your browser's print dialog, where you can print it or save it as a PDF.

Automotive shops on Pro and Max can run inspections from preset checklists and send the results to the customer as a link.

Yes, your customers, from a CSV file. In Quotera, go to Settings, then Import, upload the file and map your columns; customers you already have, with the same email or phone, are flagged and skipped. Customer import comes with every paid plan and the free trial, and vehicle or property import with Basic and up. The Free plan cannot import. Past work orders and invoices do not import. Contact support and we will work out the options with you.

Yes. Pick an existing one or add a new one when you create a work order, and its service history builds automatically. The Free plan holds up to 50 customers and 50 vehicles or properties; paid plans are unlimited.

Automotive shops on Basic and above can enter a 17-character VIN and Quotera fills in the year, make and model.

Yes, for automotive shops on Basic and above, including during the free trial. Look up a VIN from a license plate, pull a vehicle's service history into the work order, and Quotera sends your completed work orders to CARFAX every day. Set it up in Settings, then Connections. The CARFAX Shop Loyalty Program needs a paid plan.

Online booking comes with Basic and above. In Settings, then Booking, set your available days, time slots and booking window, and block holidays or closures. Your page lives at quotera.app/book/your-shop-name, ready to share on your website, Google listing or social media.

When a customer books online, you'll receive a notification. Review the appointment in the Appointments page and accept or decline it. Accepted appointments can automatically create a work order.

Yes. Pro and Max plans can add an About Us section and a photo gallery (up to 6 photos) to the public booking page. Configure it in Settings, then Booking. Great for showing off your shop, team, and recent work to customers before they book.

Calendar and scheduling are available on Pro and Max plans. You can drag and drop work sessions, manage appointments, assign technicians to time slots, and add calendar blocks for closures. The unified calendar shows appointments, scheduled work sessions, and blocks side by side in month or day view.

Yes, on Max: attach a reminder when you book and it goes out by text or email before the appointment. On Basic and Pro, you can send an appointment reminder text by hand from the work order; it counts toward your monthly texts.

Texting starts on Basic and above with an active paid subscription. US carriers also require every business to register before it can text customers. Start in Settings, then Connections. Approval usually takes 3 to 5 business days, and your business needs its own website. Quotera One does not include texting.

Basic includes 50 texts a month, Pro 200, and Max is unlimited. The count resets every month, on yearly plans too, and this period's usage shows in Settings, then Billing. Sending photos by text is a Max feature.

Yes. Replies to estimates, invoices, and other emails sent from Quotera show up as threaded conversations alongside SMS. Two-way SMS is available on Pro and Max plans. Two-way email is on every plan (Free includes 100 written emails a month). You'll see new replies in real time, and any attachments are saved with the conversation.

Inventory comes with Basic and above: Basic tracks up to 50 parts, Pro 250, and Max unlimited. Parts on a work order come out of stock when the estimate is approved, and parts below their minimum show a Low Stock badge. Purchase orders and receiving live here too.

Yes, for automotive shops on Basic and above, including during the free trial. Enter your existing Nexpart login in Settings, then Connections, then use Add from Nexpart on a work order to find parts and send the order.

Free, Quotera One ($29 a month, for one person in any trade), Basic ($75), Pro ($129) and Max ($199). Higher plans add team members, texting, online booking, inventory, scheduling and more. The pricing page has the full comparison.

No. Quotera is priced by plan, not per user. Free and Quotera One are for 1 person, Basic is $75 a month for up to 5 people, and Pro ($129 a month) and Max ($199 a month) have no limit on team members. Prices as of November 2026.

Quotera One is $29 a month for one person in any trade: estimates, invoices, online payments, expenses and reports, with unlimited work orders and customers. Vehicle and property records come with the auto repair and landscaping plans, up to 50 on Free. CARFAX for auto shops, route planning for landscapers, texting and team features start at Basic. It also leaves out online booking, scheduling and inventory. If you outgrow it, move to a trade plan in Settings, then Billing.

All major credit and debit cards (Visa, Mastercard, American Express, Discover) through Stripe. Payments are PCI compliant and we never store your card numbers.

Yes. Cancel anytime in Settings then Billing. Your plan stays active through the end of the period you paid for. Then that shop moves to the Free plan, where past work orders count toward its 10. If it is an extra shop (any shop you added after your first), it is locked instead until its plan is paid again. Your data is not deleted. On any paid plan you can export your financial reports (profit and loss, expenses, payments, tax summary, invoices) to CSV from the Reports page, so export before your plan ends.

On any paid plan (Quotera One and up), you can export financial reports to CSV from the Reports page: profit and loss, expenses, payments, tax summary, and invoices. These are the exports designed for handing off to accounting software. There is no CSV export for customer or work order records today.

We do not offer refunds for subscription payments. However, you can cancel anytime and your access continues until the end of your billing period. We recommend starting with the Free plan to make sure Quotera is right for you.

Plan changes take effect right away and keep your billing cycle. The difference is prorated on your next bill. Annual billing saves about 12.5% versus monthly.

Yes, annual billing saves about 12.5% compared with monthly. Choose annual when you subscribe. To move an existing subscription between monthly and annual, contact us from the Help page and we will switch it for you.

Go to Settings, then Account, and use Delete account. Your account closes right away, support can restore it for 30 days, and after that it is permanently erased. A shop where you are the only member closes with it. If others use your shop, transfer ownership first. Full details are at quotera.app/delete-account.

Yes. Shops on an active paid Basic, Pro or Max plan can share a link from Settings, then Referrals. When a business you refer pays for its second month, or reaches 30 days on an annual plan, you get a $20 credit and 2.5% off your subscription for 12 months. Full terms are on our legal page.

Go to My Team, click Invite Member and enter their email. Free includes 1 user (you), Basic up to 5, and Pro and Max unlimited. Quotera One is a one-person plan with no team.

Every shop starts with preset roles for its trade. Automotive: Owner, Manager, Service Writer, Technician, Shop Foreman, Parts Manager and Bookkeeper. Landscaping: Owner, Manager, Estimator, Crew Lead, Crew Member and Bookkeeper. You can edit presets or build custom roles from detailed permissions, and more than one person can hold the Owner role.

Yes, on Basic and above. Assign one or more team members to a work order to track who is working on what.

Yes. Group your shops into an Organization for $10 a month, billed separately from each shop's plan. A shop someone else owns joins when its owner accepts your invite. You see every shop side by side, can move company vehicles and stock between them, and can copy presets from one shop to another. The Organization starts once two or more of its shops are on active paid plans (not trials) and you pay the $10 subscription.

While your Organization is active, of the eligible shops you own in it, the one on the highest plan pays full price and each of the others gets 33% off its plan, starting with its next bill. On a tie, the shop set up first in Quotera pays full price. Shops on Free, on a trial, past due or on a custom rate are not eligible, and a shop that already has another discount with no end date keeps that discount instead. Closing the Organization ends the discount, and the $10 subscription runs to the end of the month already paid.

Yes. Connect Stripe in Settings, then Connections, and the invoices you send get a Pay Now button. Customers pay by credit or debit card, and the money goes to your Stripe account, then your bank. Each card payment has Stripe's standard fee (2.9% + 30¢) and a Quotera platform fee (1% + 20¢), both taken out before payout. On a $1,000 payment you keep $960.50. Cash, checks and other payments you record yourself have no Stripe fee or platform fee. A fee you add to a work order stays on it however the customer pays unless you remove it. Online payments come with every paid plan.

Expenses come with every paid plan for rent, tools, supplies and other costs, and they feed your profit reports. Recurring expenses are on Pro and Max.

Every paid plan gets the Reports page: revenue, profit and loss, expenses, payments, tax summary and invoices, with CSV export. Max adds the Marketing Center.

Landscaping businesses get the Route Planner and Crews on Basic and above, plus Recurring Jobs (15 active on Pro, unlimited on Max) and Contracts on Pro and Max.

Your data is encrypted in transit between your device and Quotera, and our database and storage providers encrypt it at rest. Each shop's data is kept separate at the database level, and team members get access based on their role. Payments are processed by Stripe (PCI compliant), so we never store card numbers.