Jobs, Appointments & Contracts
Track jobs through your pipeline, schedule appointments, and manage service contracts.
Creating and Managing Jobs
Learn how to create jobs, track them through the pipeline board, and manage every stage from first contact to close.
Appointments and Scheduling
Schedule site visits and appointments in QuoteBolt, track statuses, and view your work calendar in day or week view.
Connecting Google Calendar
Sync your QuoteBolt appointments with Google Calendar so every job shows up on your phone and your personal events appear in QuoteBolt.
Using Your Dashboards
QuoteBolt has four dashboards — Main, Pipeline, Revenue, and Operations — each showing a different view of your business performance.