RealTech Quotes — Coordinator Quoting Tool (Flagship)

Workflow Tools

Coordinator Quotes

Subcontractor mode

When ON, pasted notes & imported PDFs fill the Subcontractor fields and the Modus inputs are hidden. Use this for subbie quotes (incl. terse text from TSM).

Job Identification

Your Name

Work Order Description

JOB #

WO #

Site Name

Client *

EG Quote Type *

Quoted By *

State *

Location

Job Details

Trade *

Fault Found *

Initial Attendance (leave blank if no initial visit)

Initial — Modus

MODUS LABOUR

Trade

Techs

Hours

Rate

MODUS TRAVEL (optional)

Trade

Techs

Hours

Rate

Modus Materials (optional)

Initial — Subcontractor

Subcontractor Labour (optional — subcontractor-supplied costs for initial visit)

Subcontractor Materials (optional — subcontractor-supplied items for initial visit)

Proposed Works *

Additional Scope Detail (optional)

Further Works

Further — Modus

Hours

MODUS LABOUR

Trade

Techs

Hours

MODUS TRAVEL (optional)

Trade

Techs

Hours

Modus Materials (optional)

Further — Subcontractor

Subcontractor Labour (optional — subcontractor-supplied costs for further works)

Subcontractor Materials (optional — subcontractor-supplied items for further works)

Import Subbie Documents

📄

Drop one or more subbie documents here
Invoice fills Initial Attendance · Quote fills Further Works

PDFs or images · up to 3 at a time · or click to browse

Supplier Quote — Price Fill

Drop a supplier PDF, review its items and total, then add them to the chosen materials box.

💰

Drop supplier quote PDF here
Review the full list, including freight, before adding prices

or click to browse files

Add supplier items to

Replace an unpriced line or append

Adds every item shown above. Existing priced items stay in place. Check that this supplier quote belongs to the current job.

Paste Tech Notes

Paste raw notes from TSM or a tech's phone — Claude will extract the details and fill the fields above.

Merge into single quote (two-job paste on same unit)

📋

Fill in the job details and click Generate.
Each section will appear here ready to copy.