Powerful Features
Without the Bloat
LumonQuote gives you exactly what you need to master your sales process—from the initial quote to the final payment—without the complicated features you don't.
Core Features
The essential tools every contractor needs to run a professional sales process.
Included on the Starter Plan.
Unlimited Quoting & Invoicing
Create, send, and track as many quotes and invoices as your business needs, without any limits.
Recurring Invoices
Automate your billing for retainers and maintenance contracts with recurring invoices.
E-Signatures
Get jobs approved faster with legally binding electronic signatures. Clients can sign on any device.
Payment Processing
Accept credit card payments directly through your invoices via our secure Stripe integration.
Client Management
Keep all your client information organized in one place for easy access and faster quoting.
Automated Emails & Custom Templates
Customize and automate the emails sent for quotes and invoices to match your brand's voice.
1 Team User
Perfect for sole proprietors and small businesses getting started.
Automation & Team Tools
Upgrade to Pro to unlock automation, AI insights, and team collaboration designed to maximize your win rate.
Activity Log
Keep track of important team actions with a real-time feed of who sent what and when.
Team Schedule
Assign jobs to team members and manage your company's schedule.
Quote and Invoice View Tracking
Get notified the moment a client views your quote, so you can follow up at the perfect time.
Automated Follow-ups
Auto-reminders for unviewed or unsigned quotes keep prospects engaged and improve your win rate.
Saved Line Item Library
Save frequently used items and services to your library for lightning-fast quoting and consistency.
Custom Branding and Quote/Invoice Templates
Upload your logo, set brand colors, and choose from multiple professional document templates.
AI-Powered Line Items
Use AI to rewrite line items for clarity and professionalism.
AI Win Score
Get an instant probability score on every quote to understand its strengths and weaknesses.
PDF Downloads
Download and save PDF copies of all your quotes and invoices for your records.
Pass on transaction fees
Optionally pass the credit card processing fee on to your customer.
10 Team Users
Invite your team to co-build quotes, manage the sales pipeline, and close deals together.
Field Operations Supercharged
Upgrade to Starlight for powerful scheduling, time tracking, and field management tools to run a more efficient operation.
Personal Job Scheduling and Routing
One-tap job site routing and hyper-local weather alerts for your scheduled jobs.
Mobile Time Tracking
A simple time clock for field teams with clock-in/out states for more accurate job costing.
Custom Job Checklist
Create and enforce pre-job or post-job checklists for your team to ensure quality and consistency.
Team Timesheets and Admin
Review and manage team time entries with an admin-level view of weekly hours and activity.
Pro Profile Page
Showcase your best work, gather reviews, and capture leads with a public profile page.
Lead Intake
Capture new leads directly from your Pro Profile page and manage them in the CRM.
Automated Review Request
Automatically request a review from your clients after an invoice is paid.
CRM
Manage your client pipeline from lead to won job with a visual kanban-style board.
30 Team Users
Scale your operations with a large team capacity for your sales and field staff.