Help & getting started

From the dashboard, tap "New estimate". On mobile, the camera opens automatically — snap up to six photos of the work.

Type a short note describing what the customer asked for. If nothing obvious is visible in the photos, the note is how the AI understands scope.

Tap Generate. Review the draft line items, adjust quantities and prices, and add the customer's name, phone, and email.

Tap Send. Pick SMS or email and the customer receives a share link they can open on their phone — no app install required.

Go to Settings → Pricing. Set your labor rate, diagnostic fee, minimum service charge, and after-hours multiplier. The AI uses these values as hard rules when it drafts line items.

Pick your business specialty (heavy-duty diesel, light truck, passenger auto, RV, fleet, mobile mechanic, or other). This tunes the AI prompt and the market-floor warnings.

If a line item comes back below your minimum charge, the server auto-adds a "minimum service charge" line. If the total falls below the 2026 market floor for your specialty, you'll see a warning before sending.

In Settings → Payments, click Connect Stripe. You'll be redirected to Stripe to onboard a Connect account in your business name.

Once approved, every share link gets a "Pay now" button. Customers pay directly to your Stripe account — QuoteDrop never holds the funds.

Fees: Stripe's standard card processing rate applies (typically 2.9% + 30¢ in the US). QuoteDrop does not take a platform fee on payments on paid tiers.

When you tap Send → SMS, QuoteDrop uses Twilio to text the customer the share link from a verified business number.

The customer receives a message with the link, opens it, reviews the estimate, signs, and (optionally) pays.

You get a notification when they view, sign, or pay. All events are logged on the estimate detail page.

Open any estimate and click the Print icon in the top toolbar.

This opens the print-friendly view at /q/[token]/print with your logo, line items, totals, and signature block.

Use your browser's "Save as PDF" option to export. The PDF is identical to what the customer sees on the share link.

AI didn't recognize the work: add more photos, include at least one wide shot, and write a one-sentence description of what the customer reported.

Customer says the share link is broken: links never expire, but they are one-per-estimate. Check the estimate detail page — if the status is "declined" you may need to resend as a new estimate.

Stripe payment failed: the customer sees a clear error from Stripe. Ask them to try a different card, or bill them separately and mark the estimate manually paid.