Quote, Approve, Invoice, and Get Paid — With Full Price Transparency Before Your Customer Commits
SplitQuotePro is the trades CRM built around dual pricing. Show ACH and card pricing upfront, capture signed approvals, and run a cleaner quote-to-payment workflow — for both you and your customer.
No credit card required to explore. No long-term contracts.
Quote #1042
HVAC System Replacement
Choose Your Payment Method
ACH / Check
Bank transfer or check
$5,150.00
Credit / Debit Card
Includes 3% processing fee
$5,304.50
By signing below, you acknowledge you have reviewed both payment options and the pricing shown above prior to approval.
Protect Your Margin
Stop absorbing card processing fees silently — show both prices upfront and let your customer decide what they're comfortable paying.
Reduce Chargebacks Before They Start
When customers sign a disclosure acknowledging both payment options before work begins, dispute risk drops significantly.
Keep Everyone on the Same Page
From the first quote through final payment, every stakeholder — contractor, customer, and bookkeeper — sees the same clear workflow.
One Platform. The Whole Workflow.
SplitQuotePro connects every step — from your first customer record through the final payment — in a single, trades-focused system.
Customer & Project CRM
Manage customers, projects, and contact history in one place. Track job status from lead to completion with a clean, purpose-built interface made for trades.
Dual Pricing on Every Quote
Every quote automatically shows both the ACH/check price and the card price side by side — so the customer sees both options and makes an informed choice before signing.
Approvals & Signature Capture
Customers review the quote, acknowledge the pricing disclosure, and sign before work begins — giving you a documented approval that lives alongside the job record.
Estimates & Service Agreements
Build detailed line-item estimates with service agreement language included. Send, track, and manage quote status — draft, sent, viewed, approved — all in one workflow.
Smart Invoicing & Collections
Invoices are auto-generated from the approved quote — including the payment method the customer selected. No re-entry, no discrepancies, and a clean paper trail.
Secure Multi-Company Workspaces
Whether you run one business or several, SplitQuotePro keeps each company isolated with role-based access and separate data — built to scale with your operation.
Stop the Gaps That Cost Trades Businesses Every Day
Most trades businesses are running three or four disconnected tools — and losing time, margin, and customer trust in the gaps between them.
Quote approved — now what?
When your quote tool and your invoice tool don't talk, someone re-enters everything by hand. Numbers drift. Customers get invoices that don't match what they signed. Disputes follow.
SplitQuotePro generates the invoice directly from the approved quote — same numbers, same payment method, zero re-entry.
Card fees eating your margin?
Absorbing 3% on every job adds up fast — especially on large jobs. But surprising a customer with a fee at checkout creates friction, pushback, and sometimes a chargeback.
Dual pricing shows both prices upfront. The customer picks their method before signing. No surprises. No disputes. No margin erosion.
Approvals stuck in email threads?
Chasing signatures over email slows every job down. Office staff spend hours following up. Jobs can't start. Cash flow waits on approvals that are stuck in someone's inbox.
SplitQuotePro sends the quote for customer review with a built-in approval and signature flow — no email chase, no printed forms, no waiting.
Why Dual Pricing Changes Everything
Traditional quoting hides payment processing costs inside the job total or springs surprise fees on customers at checkout. That breeds confusion, frustration, and — worst of all — chargebacks.
Dual pricing flips the model. The customer sees both their ACH/check price and their card price side by side, before they sign anything. They pick what works for them, they acknowledge it in writing, and everyone moves forward on the same page.
No hidden fees. No surprise charges after the fact. No confusion about why the invoice total doesn't match what was quoted. Just a clean, transparent transaction from day one.
Quote #1042
HVAC System Replacement
Choose Your Payment Method
ACH / Check
Bank transfer or check
$5,150.00
Credit / Debit Card
Includes 3% processing fee
$5,304.50
By signing below, you acknowledge you have reviewed both payment options and the pricing shown above prior to approval.
Built for Both Sides of the Transaction
Dual pricing isn't adversarial — it\'s clarity. Contractors know their margin is protected. Customers know exactly what they\'re agreeing to. That\'s a better transaction for everyone.
For the Contractor
- Stop absorbing 3%+ card fees on every job
- Get documented, signed customer approval before work starts
- Reduce chargeback exposure with a clear disclosure on file
- Keep your merchant account — SplitQuotePro is not a payfac
- Quote-to-invoice continuity means less manual data entry
- Full CRM tracks every customer, project, and job status
For the Customer
- No surprise fees at the end — prices are clear upfront
- Freedom to choose the payment method that works best
- Everything reviewed and signed before work begins
- Professional experience — not a confusing surprise bill
- The invoice matches exactly what was quoted and approved
- Clear paper trail means no ambiguity after the job closes
How the Workflow Runs
Four steps. One connected system. No gaps between quoting, approving, and getting paid.
Build the Quote
Add line items, materials, and labor to a new quote from the customer record. Include service agreement terms inline.
Customer Sees Both Prices
The quote displays both the ACH/check total and the card total side by side, so the customer knows what each payment method costs before committing.
Customer Signs & Approves
Customer selects their payment method, reviews the pricing disclosure, and signs digitally. The approved quote is stored on the job record.
Invoice & Payment Flow Continues
The invoice is auto-generated from the approved quote. Payment method and amount carry through — no manual re-entry, no discrepancies.
Why SplitQuotePro vs the Alternatives
Generic CRMs and standalone payment processors weren't built for this workflow.
| Feature | SplitQuotePro | Generic CRM | Payment Processor Only |
|---|---|---|---|
| Dual Pricing on Quotes | |||
| Customer Disclosure Built In | |||
| Approval & Signature Workflow | Varies | ||
| Invoice Continuity from Quote | Varies | ||
| Contractor Keeps Merchant Account | N/A | Varies | |
| Trades-Specific CRM |
Simple Pricing. No Surprises.
One plan. Everything included. No long-term contracts required.
SplitQuotePro
Everything included for trades businesses
Per company workspace — up to 3 users included
- Full CRM — customers, projects & history
- Quoting & estimate builder
- Dual pricing on every quote
- Customer disclosure & approvals
- Digital signature capture
- Smart invoicing & collections
- Full payment workflow continuity
- Up to 3 user seats per workspace
- Priority support
No long-term contract — cancel anytime
Ready to Run a Cleaner Workflow?
Join trades businesses that have moved past the confusion of hidden fees, disputed invoices, and manual re-entry. Start with a free account or request a demo today.