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Description
Chalmsy offers AI-driven business management software tailored for small service-oriented enterprises such as florists, event coordinators, venues, interior designers, consultancies, and various trades. The platform streamlines the process from initial inquiry to finalized payment, allowing users to describe a job in simple terms while Chalmsy automatically generates a customized, branded proposal using the user's own materials, labor rates, and multipliers. Clients can conveniently review, comment, and accept proposals online, transforming accepted work into a project, followed by invoicing and bookkeeping entries, ensuring that no information is redundantly entered across different tools. The software encompasses features like quoting and estimating, proposal revisions and change orders, online approvals, deposit management, payment schedules, automated follow-ups for quotes, a client relationship management system, project oversight, invoicing capabilities, receipt capture, ledger management, profit-and-loss analysis, and integration with QuickBooks. Additionally, it seamlessly connects with Gmail, Google Calendar, and Google Drive with just one click, enhancing overall efficiency. Notably, all documents reflect your brand identity rather than Chalmsy's, with pricing structured per business rather than per user, starting at just $15 a month, making it accessible for small businesses. This comprehensive solution empowers entrepreneurs to manage their operations effectively without the hassle of multiple software platforms.
Description
Insta Quotes is an innovative quoting tool powered by AI, specifically designed for tradespeople and contractors in Australia. Users can describe a job through text, voice notes, or photos, and within 60 seconds, the AI crafts a detailed quote that includes labor, materials, and GST, all aligned with the current market rates in Australia. Each item in the quote can be modified to suit individual needs, allowing adjustments to rates, quantities, and markup before it's sent out for approval. Once finalized, users can export the document as a branded PDF, email it to their client, and even collect a deposit via Stripe as soon as the quote is accepted. Moreover, accepted quotes seamlessly convert into tax invoices, which is particularly beneficial for builders, and the system supports stage invoicing along with integration into Xero for enhanced financial management. The tool also encompasses features for client management, saved templates, tracking quote openings, optional upsells, multi-user access for team collaboration, and booking/calendar functionalities. It caters to over 20 different trades, including electrical work, plumbing, carpentry, tiling, painting, roofing, and concreting. With a subscription starting at just $29 per month, users can take advantage of a 7-day free trial that requires no credit card information. This comprehensive solution streamlines the quoting process, making it easier for tradies to focus on their craft while efficiently managing their business operations.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Anthropic
No
Stripe
No
Xero
No
Pricing Details
$15/month, seats included
Free Trial
Yes
Free Version
No
Pricing Details
$29 AUD
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Chalmsy LLC
Founded
2026
Country
United States
Website
www.chalmsy.com
Vendor Details
Company Name
Insta Quotes
Founded
2026
Country
Australia
Website
instaquotes.com.au
Product Features
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
Product Features
Construction Estimating
Accounting Integration
Yes
Audit Trail
No
Bid Management
No
Billing & Invoicing
Yes
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
No
Customer Management
Yes
Customizable Templates
Yes
Electrical Estimating
Yes
HVAC Estimating
Yes
Historical Database
Yes
Job Costing
Yes
Plumbing Estimating
Yes
Price Data / Price Books
Yes
Project Management
No
Quote Management
Yes
Reporting/Analytics
Yes
Scheduling
Yes
Subcontractor Management
No
Takeoff
No
What-if Analysis
No
