Features

Everything a small service business needs to price, send and track work

The quoting essentials come first; AI drafting and the connections to QuickBooks, ChatGPT, Zapier and your own systems are there when you want them.

Draft with NubryxAI

Describe the job in plain language, add your trade, the job size and any pricing hints, and NubryxAI drafts the line items with quantities, unit prices and a short scope summary. Replace the form contents with the draft or add the lines to what you have already entered, then edit every figure before you save. Up to 100 drafts a month are included in your plan.

Customer records

A searchable list of your customers with business name, contact, email, phone, address and notes, plus the full quote history for each one on a single page. Enter a customer once and every future quote for them starts already filled in. Customers with quotes attached cannot be deleted by accident.

CSV customer import (annual plans)

Yearly subscribers can upload a spreadsheet of existing customers and import them in one action. The preview step shows any errors or duplicate emails before anything is saved, so you can clean the file first and add hundreds of contacts in seconds.

Line-item quote builder

Unlimited lines per quote, each with a description, a quantity to three decimal places for hours, metres or litres, and a unit price. Line totals, tax and the grand total update as you type. Every amount is stored in whole cents, so totals never drift because of rounding.

Send and share

Email the quote from inside the app with an editable recipient, subject and message. Your customer opens a branded page protected by a long, randomly generated link, reads it on any device, downloads the PDF and accepts or declines. No account is required on their side.

Status tracking

Every quote moves through draft, sent, viewed, accepted, declined and expired, with timestamps for when it was sent, first opened and answered. Accepted and declined quotes are locked; duplicate one to issue a revised version with a new number.

Business settings and branding

Set your company name, logo, contact details, currency, tax rate, validity period, payment terms, footer text and quote-number prefix once. New quotes inherit them, and a quote keeps the values it was created with even if you change your defaults later.

Branded PDF, print and billing

One A4 document powers the on-screen preview, the customer's page, printing and the PDF, all as selectable text rather than a screenshot. Your subscription, invoices and payment details are managed from the billing area of your account.

Ask ChatGPT about your quotes

Connect NubryxAI to ChatGPT as a custom connector and ask about your own quoting data in a conversation: find a quote by number or customer, read the full detail of one, look up a customer, or get a summary of quotes by status and value. You sign in and approve the connection first, and the connector is read-only, so nothing can be changed or sent from the chat.

REST API with your own keys

Create API keys in your account and use the NubryxAI API to list, create, update, duplicate and delete customers and quotes from your own systems. Keys are shown once, stored hashed, and scoped to your account only. Rate limits and clear error responses are built in.

Webhooks and Zapier

Register webhook endpoints and NubryxAI posts a signed event whenever a customer is created or a quote is sent, accepted or declined. Deliveries are queued, retried and signed with HMAC-SHA256 so you can verify them. The same events power the NubryxAI Zapier integration for connecting other apps without writing code.

QuickBooks Online

Connect your QuickBooks Online company from your account, then send a customer across as a QuickBooks customer and a quote across as a QuickBooks estimate when you choose to. The hand-off is one-way and you trigger it, so nothing is copied without you asking, and existing QuickBooks records are matched rather than duplicated.

Your data and your account

Download a complete machine-readable export of your profile, business settings, customers, quotes, line items and subscription history at any time, review recent security and billing activity on your account, and delete your account and its data outright if you choose.

NubryxAI IntelligenceAvailable exclusively on annual plans

Turn your quoting data into a clearer picture of your business.

Intelligence reads the quotes you have already created and presents them as plain numbers you can act on, for the time period you select: this month, last month, the last three months, this year, last year or all time. Nothing is estimated or predicted, and where there is not enough data yet it says so instead of guessing.

  • Quote acceptance rate, from the quotes your customers answered
  • Quote outcomes: accepted, declined, outstanding and expired
  • Accepted quote value and outstanding quote value
  • How long customers take to open a quote and to answer it
  • Performance across the time period you select
  • Changes over time once there is enough history to compare

Amounts are shown in the currency set in your business settings, and the figures update as your quotes are sent, viewed, accepted or declined.