Garage door quotes + QuickBooks Online
Garage door quotes that go straight into QuickBooks Online.
If your quotes live in a portal, a spreadsheet, or a notepad, someone is re-entering them into QuickBooks later. Prizm is built so the quote you send becomes the record you bill from.
The details
Built around the way dealers quote.
The double-entry problem
Re-typing a quote costs time and invites mistakes: a wrong door size, a missed opener, a markup that didn't carry over. Multiply that by every job in a busy season and it adds up.
How the workflow connects
Prizm is built to work with QuickBooks Online:
- Quotes are created on site with your own costs and markups
- Approved quotes are designed to flow into QuickBooks Online as estimates
- Customer approval and payment follow from the same record
- Photos and job notes stay attached for documentation and disputes
QuickBooks Online or Desktop?
Prizm is built to work with QuickBooks Online. QuickBooks Desktop is not currently supported. If you run Desktop, tell us when requesting a demo so we understand your workflow.
See Prizm on a real quoting workflow.
Get a focused walkthrough of configuration, margin control, multi-line comparison, and the QuickBooks Online workflow.