Quotara covers the full job lifecycle — from first estimate to QuickBooks invoice. Ten modules, one workspace, no switching between tools.
Your parts library, materials, operations and margins — all one click away. Build a quote from scratch or clone a previous one, apply your machine rates, set your margin, and send a professional PDF quote straight from the browser.
When a quote is approved, one click creates a live work order. Rush jobs are pinned to the top of every queue with a visible alert for your whole team. Attach drawings, specs, or photos directly to the WO — operators see them on the floor.
Switch between a 2-week Gantt, a full month calendar, or a sortable list view. Rush jobs glow red and float to the top. See which operator is clocked in on each job right on the schedule — no need to walk the floor.
Operators clock in against specific jobs or general shop work. Every active timer shows who is on it, live. The estimated hours from the quote sit right next to the actual hours ticking up — so you know when a job is going over before it does.
The quote is the baseline. Time and materials roll up against it as the job runs — so you know what hit and what missed, within the hour. The hours comparison shows across Work Orders, Floor, and Job Costing so nothing slips through.
Run a payroll-ready time report for any employee or date range in one click. See hours by job, by general shop work category, and by shift. Managers can edit time entries and add missing ones — keeping your records clean without re-doing timesheets.
Every quote you save fills the library automatically. Customers, contacts, parts, revisions, notes — it all accumulates in the background. New quotes pre-fill themselves. Finding a previous job takes seconds, not a folder crawl.
Plug in your overhead, labor, and utilization. Out comes a defensible rate per machine — the same rate your quotes use. Stop guessing what the other shop charges. Charge what your costs actually demand.
Approved quotes push directly to QuickBooks Online as invoices. Materials posted. Taxes handled. No CSV export dance, no manual invoice entry. Your bookkeeper will notice the difference on day one.
Estimators, operators, managers — everyone gets the access they need and nothing they don't. Operators see jobs and timers. Managers see everything. Owners control billing and settings. Sensitive pricing is always hidden from the floor.
Customer asks. Build a quote in Quotara — parts, operations, materials, margin. Send the PDF in minutes.
Customer approves. One click converts the quote to a live work order. Rush it if needed — it jumps straight to the front of the queue.
Operators clock in against the job or general shop work. Estimated vs. actual hours update live. Managers can edit time entries and pull payroll-ready reports.
Job ships. WO pushes to QuickBooks as an invoice. Done — no re-entry, no copy-paste.
Mark any WO as Rush. It jumps to the top of every queue and glows red across the schedule, floor, and work order list. All other jobs push behind it automatically.
Toggle from the 2-week Gantt to a full month calendar. See every due date at a glance. Switch back any time — both views show rush jobs and active operators.
Upload drawings, specs, or photos directly to a work order. Operators can view files on the floor — billing and pricing are always hidden from them.
Add your own workflow statuses — Design, Ready, Waiting Parts, whatever fits your shop. Remove the defaults you don't use. Statuses are per-organization.
Run a payroll-ready report for any employee over any date range. See hours by job and by general work category. Export to CSV in one click.
See who is clocked in on each job in real time — on the floor cards, on the Gantt, in the list view. No more walking the floor to find out.
Owners and supervisors can correct any time entry — fix a wrong clock-out, add a missing entry, or adjust times for any employee. Edits are flagged for audit.
Employees can clock into shop time without a specific job — cleaning, training, receiving, maintenance. All tracked and included in time reports.
Spin up a workspace in under two minutes. Quote a real job on day one.