Quote
Voice quotes
Describe the job out loud and KeystonePal pulls out the line items and prices them against your rate card. You check the review screen before anything is sent.
Features
Find the tool. Keep the job moving.
Your enquiries, quotes, jobs and paperwork should tell one story, not live in separate places.
What KeystonePal does
Run the job
Jobs & scheduling
Every job tracked from lead to paid, the stage on each row, and a schedule the crew and the office share.
Run the job
Plans & takeoff
Draw the plan or start from a photo of your sketch, check the dimensions, and take the quantities into a quote.
Money
Invoicing
Turn an accepted quote into a branded invoice, track sent, paid and overdue, and send it to Xero or MYOB in your own numbers.
Run the job
Materials & stock
Materials flow from the quote: KeystonePal totals what to order from each supplier, raises purchase orders and keeps count of the stock on the ute.
People
Crew & time
Employees and subbies with their rates. Allocate the labour when a quote is accepted, send the job to a worker, and their hours come back from Clock on and Clock off.
People
Fuel
A fill, a vehicle and a photo of the receipt. Litres and dollars sit with the person who filled, next to that day's jobs and clock-ons.
Switching
Bring your business across
Export customers, staff and the price list from Simpro, Tradify or ServiceM8. KeystonePal matches the columns, and each worker is invited so they can sign in.
Records
Filing cabinet
Licences, insurance, certificates, contracts and manuals in one place, linked to a job, customer or asset, with a reminder before anything expires.
Assistants
Ask
Ask a plain question about a job, a price or the trade and get a straight answer. It never sends anything without you.
Quote
Assemblies
A job you price the same way every time, like a hot water unit swap, goes onto a quote in one tap, each line still yours to change.
Money
Service contracts
Regular work for a customer: when a visit is due the job lands on Today, and finishing it leaves a draft invoice waiting for you.
People
Customer portal
Your customer signs in with their email and a six-digit code, sees their own quotes, invoices, jobs, equipment and service agreements, and can accept a quote.
Assistants
Enquiries
Every new piece of work in one list: calls the assistant took, texts, booking-page requests and emails, followed from new to quoted to won.
People
Branches
A second location: its quotes and invoices print that branch's details, and a branch chip filters jobs, quotes, invoices and customers.
Built around your trade.
Twenty trade packs add the calculators and records for the work you do.