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Quote faster and protect every margin

Track leads, build estimates from real material costs and ring up counter sales, all tied to customer records that sync with QuickBooks.

Estimates

A quote builder that checks your math

Pick the branch, customer and delivery method, then add lines. Each one is priced from real material cost plus your service fees, with a color and profile set on every item.

If the margin is too thin or a cost is set up wrong, Summitspan warns you and holds the quote until it’s fixed.

Step-by-step quote builder
Priced from real material cost
Blocks low-margin quotes

✓Branch✓Customer✓Delivery4Lines

2x6 #2 SYP 16′240 pcs · Main yard

$3,812.40

1x8 T&G cedar 12′180 pcs · Weathered Cedar

$4,206.00

1x6 shiplap WP-41,920 LF · cost not set

—

Rip and planeService fee

$640.00

1x6 shiplap WP-4 has no material cost. Set it up before sending this quote.

Margin 17.8% · min 20%

A CRM built for lumber sales

Score leads, log calls and visits, set follow-up reminders and assign each lead to a salesperson, so nothing slips between the first call and the signed quote.

LeadsFollow-ups due today: 4

Lead	Score	Next step	Owner
Harbor Build Co.	92	Call today	Dana O.
Northshore Decks	78	Send samples	Sam R.
Mesa Cabinetry	64	Site visit Thu	Dana O.
Keel Yacht Interiors	51	Follow up Mon	Jordan L.
Aspen Timber Homes	33	Nurture	Sam R.

Sell at the counter

Take card payments on a Stripe card reader, then print or email the receipt and invoice before the customer leaves.

point of salelive

sale.created$642.18 · 4 items

payment.card_presentStripe reader · approved

receipt.emaileddana@harborbuild.com

invoice.syncedQuickBooks

One customer record, everywhere

Customers sync with QuickBooks, so the name on the lead, the quote, the counter sale and the invoice is always the same record.

Leads and customers
Quotes and sales
QuickBooks sync
No double entry

Lead

Harbor Build Co. Score 92 · Dana O. Won

Estimate

EST-10482 $18,420.00 · margin 31.4% Accepted

Order

ORD-7731 Ships Thursday In production

Invoice

INV-5521 $12,894.00 balance Posted

All four point to one Harbor Build Co. record, synced with QuickBooks

See Summitspan quote a real job from your yard

Bring a recent estimate and we’ll build it with you, priced from your actual costs.

Book a demo

Built for lumber

Everything your business runs on, connected

Sales, production, finishing, inventory and finance on one platform, built for businesses that mill, finish and sell lumber.

Sign up Contact sales

Sales and quoting

Manage leads, build margin-checked quotes and sell at the counter

Learn more Production and operations

Turn quotes into orders and schedule work against real capacity

Learn more Finishing and tooling

Track knives, profiles and stain formulas for every job

Learn more Inventory and purchasing

Count stock, receive material and order what open quotes need

Learn more Finance

Invoice customers, pay vendors and sync it all with QuickBooks

Learn more Admin and logistics

Route deliveries, manage fleet and staff, and run reports