Quoting / AxiomBlue

Quote the scope. Carry accepted work into the job.

AxiomBlue quoting software brings your customer, scope, labour and materials into one quote. Reuse price-book items and assemblies, organise the work into sections and check the customer-facing price. When the quote is accepted, convert it into a job ready to plan and deliver.

From a familiar price book to work ready to schedule.

Plan fit: Core quoting is included in Basic. The free plan has usage limits. Custom PDF templates and workflow follow-ups require Professional. Compare plans →

Start free Explore the demo ↗
AxiomBlue · Quote details
A sample deck and alfresco quote showing customer details, the introduction, subtotal and GST.
Bring the customer, scope and price together before the work begins. Public demo · sample data

The part of your day this changes

The work is familiar. Writing it up shouldn’t take all night.

You have priced similar work before, but the descriptions, materials and customer details are scattered across old documents. Start from your products and services catalogue, then tailor the quote to this job.

01

Reuse what you already know

Draw on your price book and assemblies for the labour and materials you use regularly. Adjust quantities and prices for the actual scope.

02

Make the scope easier to understand

Group line items into rooms, areas or stages. Give customers a useful breakdown and set out your introduction and terms.

03

Carry accepted work forward

Convert an accepted quote into a job, keeping the quoted work connected to the next stage of delivery.

Picture it in your business / Example

A switchboard upgrade, clearly priced.

Start with your usual labour and materials, add the details specific to the property and separate any additional work into a clear section. The customer can see what the quote covers before the crew arrives.

Where to find it
Sales → Quotes → New Quote

A practical starting point

  1. 01

    Choose the customer

    Enter the job title and explain what the quote covers.

  2. 02

    Build the price

    Add catalogue items, quantities and sections. Check tax, dates and terms.

  3. 03

    Review and share

    Check the customer-facing quote, then follow accepted work through to a job.

Try the workflow in the demo ↗

Know what’s included

Plans for quoting

Core quoting is included in Basic. The free plan has usage limits. Custom PDF templates and workflow follow-ups require Professional.

Compare plans, limits and pricing →

Check the workflow in detail

Choose the guide for the decision ahead.

Explore the detail

Quoting tools and records

  • Products and services price book
  • Reusable quote assemblies
  • Quote templates
  • Grouped scope and line items
  • GST, discounts and expiry dates
  • Customer quote sharing and acceptance
  • Accepted quote conversion
  • Paint, tile, wallpaper and flooring calculators

Availability varies with plan, permissions and enabled features. Check plan inclusions.

See how this fits: win more work →

Before you get started

Questions about quoting

Have a specific workflow in mind? Talk it through with us.

Can I reuse common items?

Yes. Your products and services price book and quote assemblies help you reuse standard descriptions and pricing, then adjust them for the job.

Can I break a quote into sections?

Yes. Group line items into named sections such as rooms, areas or stages to make the scope easier to follow.

Are automated follow-ups included?

Workflow automation is a Professional feature. Configure and review a quote follow-up workflow before enabling it; the free plan does not include Professional automation.

Keep the work connected

See the next part of the picture.

CRM & sales pipeline

Keep each enquiry, customer and next action connected.

A clearer view of the work you might win next.

 Job management

Manage the job from agreed scope to reviewed billing.

Less to reconstruct when the work is done and the invoice is due.

 Invoicing

Create a clear invoice from the completed job

Check the work and the remaining balance before the next customer contact.

Considering a switch?

Check the fit before
moving your business.

Use a familiar job to compare the way you work today with the way Axiom Blue handles it.

  1. 1. Follow a job in the demo

    Check the quote, schedule, job record and invoice. Look for the details your team needs.

  2. 2. Check your plan and team cost

    Compare usage limits, paid seats and specialist features. See plans and pricing →

  3. 3. Confirm your move

    Try your own quote on the free plan. Before moving existing records, ask us about your data and setup needs.

Make the next step a small one

Put a familiar job
through its paces.

You know where the friction is in your business. Open the demo and see how AxiomBlue handles it. Then start with your own quote on the free plan.

Explore the live demo ↗Start free →

Free plan has usage limits. No time limit. No credit card.

  1. 01

    Price the work

    Try a quote like one you send every week. Check the detail your customer will see.

  2. 02

    Follow it through the day

    Explore a job, its crew, time and materials. Look for the information you usually chase.

  3. 03

    Check the fit and the price

    Compare the features and limits you need. See plans and inclusions →