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Nametech Canada

Quoting and estimate tools for BC contractors and service businesses

In this guide
    A painting quote with example data: three options with one chosen, measured lines, GST with no PST on labour and a deposit on acceptance, beside a room measured on a phone into the paint it needs

    A quote is where many small businesses lose time and margin: prices retyped from a spreadsheet, tax worked out by hand, and a PDF that disappears into an inbox. We build quote and estimate tools around your own price list for businesses in Surrey, across the Lower Mainland and elsewhere in Canada, from a calculator on your website to the quote builder your team uses every day.

    We quote our own clients with a tool we built and run daily. In NameCRM our quotes offer up to four options with add-ons, are accepted online and raise the deposit invoice on acceptance, and we see which sections a client read.

    Every tool starts from how you price today: by the hour, by the square foot, by the package or by the option. The free assessment looks at that first, and the scope and estimate for the tool itself come in writing before any work begins. When a price depends on a site visit, the quote pairs with online booking, so the customer books the visit online and the estimate follows from what was measured.

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    Pick a time for your free assessment

    Thirty minutes with Seemab Akbar. You leave with clear priorities and a written summary.

    Case studies

    Quoting work you can read about

    See all our work
    JLJ Painting home page on desktop and phone, captured October 14, 2026, with the quote button in the header

    JLJ Painting

    We built the JLJ Painting website on WordPress, with a project gallery, quote requests, a secure contact form and client testimonials, plus a new logo, SEO content and Google Maps and BBB listings.

    View project

    What we have built

    Quoting and estimating tools we have built and run

    Every line here is live in NameCRM, where our own quotes are written, accepted and invoiced. Each is taken from the product itself.

    options one quote can offer, each priced on the server
    4

    Counted on September 29, 2026, from the products' own code and test records.

    In NameCRMThe CRM we built and run our own business on

    See NameCRM
    • NameCRM

      4options per quote

      Up to four options on one quote

      A quote can offer up to four options, each priced on the server with tax, deposit and an optional monthly fee, and the option the client picks becomes the price everywhere.

      See NameCRM
    • NameCRM

      Add-ons and a question box

      Clients tick optional add-ons on the quote page and ask a question in a box that reaches you, on any phone.

    • NameCRM

      Accepted online, deposit invoiced

      A client accepts by typing their name, with the time and IP recorded, and acceptance raises the deposit invoice, drafts the balance and tells you.

    • NameCRM

      Which sections they read

      NameCRM shows which sections of a quote the client read and for how long, so you know whether they reached the price or the terms before you call.

    • NameCRM

      Fixed packages in Estimate Studio

      Fixed-price packages are built from line items that describe the scope, with a discount as a target price, an amount or a percent, tax on top or included, and installment plans.

    • NameCRM

      One calculation from quote to invoice

      One money calculation feeds the estimate, the quote, the letter, the invoice and the PDF, so the price a client agreed never appears differently anywhere else.

    See every feature behind our Quote and Estimate Tools work13 of the 309 live features of NameCRM prove this service. The full list opens filtered to them, one sentence each.Browse the 13

    How we work

    From a free assessment to a system you own

    The team behind Nametech has built websites and software since 2014. Every build follows the same five steps, from a one-page website to a CRM.

    Free assessment
    1. Free assessment

      Thirty minutes on how work moves through your business today, your website and your tools, then a plain answer on what we would build first.

    2. Scope in writing

      A written scope and estimate that says what is included and what is not. Nothing starts until you approve it.

    3. Weekly releases, tested

      We build in small releases you can try as we go, and every release passes our automated tests before it reaches you.

    4. Launch

      Your records moved in and checked, your team shown how it works, and the switch made on a day that suits you.

    5. Care

      Fixes, updates and new features after launch, shipped as small releases with the same tests behind every one.

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    FAQs

    Frequently asked questions

    Can you build a quote calculator for our website?

    Yes. A calculator on your site asks for what drives your price, such as rooms, square footage or a package, shows a range or a firm price, and sends the request into your CRM as a contact. We write the rules from your own price sheet, and say plainly where a site visit still has to set the final number.

    Do you sell quoting software, or build it for us?

    We build it for you. Your prices, tax rules, wording and templates live in a tool made around how you sell, in your brand, instead of a subscription shaped for every trade at once. If a packaged tool would do the job well enough, the free assessment says so, and we can set that up instead.

    Can clients accept a quote online?

    Yes. In NameCRM a client accepts online by typing their name, with the time and IP address recorded. Acceptance raises the deposit invoice, drafts the balance invoice and tells you at once, so nobody retypes the quote into an invoice by hand.

    Who owns the quote tool and our price list?

    You do. Your price list, rate card and every quote are your business records, and the tool we build for you is yours once the project is paid. Parts made by others stay under their own licences. In NameCRM, one click exports every record as spreadsheet files, so your quotes never depend on us.

    Can an accepted quote turn straight into an invoice?

    Yes, and that is the point of building it in one place. One money calculation feeds the quote, the letter, the invoice and the PDF, and acceptance raises the deposit invoice and drafts the balance. Nothing is retyped, so the price a client agreed is the price on every document after it.

    Can we tell whether a client has read the quote?

    Yes. NameCRM shows which sections a client read and for how long, so you know whether they reached the price or the terms. A quote is only marked viewed when the client opens it, never when your staff preview it, and a draft is never marked viewed.

    How is a quote or estimate tool priced?

    By how you price and where the quote goes next. A calculator on your website is smaller work than a quote builder with options, online acceptance and a deposit invoice. After the free 30-minute assessment you get a written estimate, GST added on top. Call 604-900-2060 for pricing, or read how our pricing works.

    Will it work with QuickBooks Online?

    Yes. In NameCRM every customer, estimate, invoice, payment and refund is mirrored to QuickBooks Online with the same numbers, so your bookkeeper works in QuickBooks without entering anything twice. The quote is the first link in that chain, which is why we build the quote and the books as one flow.

    Your free 30-minute assessment

    With Seemab Akbar5.0 on Google, 21 reviews

    At your business, a café near you, or by video. You leave with clear priorities and a written summary.