Acceptance schedules the work
A quote mints a billable work order up front, hidden until it's accepted. On accept, that job is scheduled. Decline, expire or cancel — the draft job is cancelled with it.
Day work — strip and wax, carpet, post-construction — has to be quoted, approved, scheduled, delivered and billed. Resolve keeps that chain on one record.
Customers do not log in to Resolve. They get a quote email and a page that asks them to approve or decline. That's the whole customer experience, on purpose.
Harborview Center · valid 14 days
A quote mints a billable work order up front, hidden until it's accepted. On accept, that job is scheduled. Decline, expire or cancel — the draft job is cancelled with it.
Task descriptions, not the internal work-order description. Rates lock on acceptance; quantity can still be corrected. Variable-quantity lines are marked as estimates on the PDF.
Line items come from the QuickBooks service catalog, so the quote, the job and the invoice are naming the same thing.
A grouped quote can cover several buildings for the same requester. One-time and recurring totals stay on their own lines — they are not added together.
Build the quote from the catalog against the building you already have on file.
The customer gets an email and a page. No login, no portal, no “please download our app.”
Acceptance schedules the work order. The crew sees it in My Day. Finance will bill that same record.
Early-access demos, with a person. We'll say plainly whether it fits how you work.