Add-on module
Quote the work, then watch it turn into a job.
A pipeline for the work you are chasing, and priced estimates you can send the same afternoon — line items that add themselves up, your terms saved once and reused, and a PDF on your own letterhead.
Sold on its own — $49.99/mo or $499/yr, including 400 extra AI credits a month, no other TRACE subscription needed. Also available as an add-on to any plan. Create your account or see pricing.
What it does
CRM & Estimates, in detail.
A pipeline with your firm's stages on it
It starts as new opportunity, negotiation, closed won, closed lost — and then it's yours: rename the stages, reorder them, add the ones your work actually passes through, each with the odds a deal there closes. Deals drag between columns on a board or work as a list, and every open stage's dollars roll up into a forecast weighted by those odds, by the month the work should land.
A record of what was actually said
Every deal keeps a dated timeline: the calls, meetings and notes you log, and the things TRACE saw happen — the stage moving, an estimate going out, the client accepting it, a task getting done. Picking a deal up after three weeks starts with reading its history, not rereading old email. Tasks and your contact records link straight to the deal, so the follow-up and the person both live where the money is.
Estimates that price themselves
Line items with quantity, unit and rate — sixteen hours of Level II shear wave, two days on site, a fixed fee for the report. The subtotal, an optional tax line and the total keep themselves right as you type, so the number on the quote is never the one you worked out in your head and mistyped.
See the PDF before you send it
The quote renders beside the form as you write, showing exactly what lands in the client's inbox: your name and logo at the top, theirs against the work, the scope, the pricing table and your terms at the foot. What you watch being built is the document that downloads.
Your terms, written once
Payment terms, validity windows, the paragraph about site access that goes on every quote — saved under a name and dropped into any estimate in one click. Reword it later and save it under the same name, and the next quote picks up the new version.
A prospect who isn't a client yet
Quotes get written for companies that aren't in your portfolio — that's what quoting is. Add the company from the estimate form itself without losing what you've typed, and it joins your records properly instead of being a name stuck on one document.
The quote becomes the invoice
An accepted estimate carries its line items into a draft invoice with the Ledger module, quantities and rates intact. The number you quoted is the number you bill, because nobody retyped it.
How it works
Day to day.
- 1
Log the opportunity — or let it log itself
Record who asked, for which company, roughly what it's worth and when it should close. Or switch on your public lead form: a prospect filling it in on your website lands in your pipeline as a deal already filed against the right company, with their message on its timeline and a bell rung for your team.
- 2
Price it as an estimate
Add line items with quantities and rates, set a tax line if you charge one, drop in your saved terms, and watch the total and the PDF preview build as you go.
- 3
Send the PDF and set the status
Download the quote on your letterhead and send it. Mark it sent, then accepted or declined as the answer comes back — the deal's stage follows the same story.
- 4
Turn a win into work
Won deals become jobs in Project Management and invoices in Ledger, each starting from what you already priced rather than a blank form.
A quoting tool, not a sales machine — and your client doesn't log in to it
This is built for a consultancy quoting technical work, not for a sales team running campaigns: there is no mailbox sync, no email sequences and no lead scoring — the forecast is your open deals weighted by each stage's odds, not a model. Estimates and deals are also deliberately invisible to client portal logins: your client sees the PDF you send them and the private accept link that rides along with it, never your pipeline, and internal notes on a deal or an estimate never appear on the printed document.
Want to see it on your own program?
Tell us how your NDT program runs today and we'll show you how this fits it.