Frequently asked questions

TallyQuote is an estimating tool built for tradespeople. Describe a job by voice or text and get a professional, itemized estimate in seconds. Share a branded proposal your clients can review and accept online — or embed a request form on your website so clients can send you job details directly.

Any trade that quotes jobs. Electricians, plumbers, HVAC techs, roofers, painters, landscapers, general contractors — if you describe the work out loud, TallyQuote can turn it into an estimate.

No. If you can leave a voicemail, you can use TallyQuote. Just open the app, tap record, and talk through the job. The AI handles the rest. There's nothing to type.

Yes. TallyQuote is a progressive web app (PWA) that works in any modern browser on iPhone or Android. You can add it to your home screen and it behaves like a native app — no App Store required.

You record yourself describing the job — materials, labor, scope, anything you'd normally scribble on a notepad. Our AI (powered by Anthropic Claude) listens and extracts structured line items with quantities and prices. You review, adjust if needed, then send.

Very good for most jobs, especially when you speak clearly about scope and materials. You always review the estimate before sending, so you can catch and fix anything that doesn't look right. The more detail you give, the better the output.

Yes. You can build a custom price book with your own rates for materials and labor. The AI uses your prices instead of guessing, so estimates are accurate from the start without you having to edit every line.

Yes. Snap photos while you're recording and they get attached to the estimate. Your client sees exactly what you saw — no confusion about scope.

You share a link — by text or email. Your client taps it, sees a professional, branded proposal page, and can accept the quote directly from their phone. No app download, no login required on their end.

Yes. Clients can review the full proposal, accept the quote, and confirm their agreement online. Once accepted, you both get a confirmation.

Never. Your materials cost, labor cost, and margin are for your eyes only. Clients only see the line items and totals you choose to show them.

Yes, on Pro and Unlimited plans. Upload your logo and pick your accent color in Settings. Every proposal your clients see will reflect your business brand.

Yes. Set your payment schedule (50/50 split, deposit required, Net 30, etc.) and cancellation policy once in Settings. It automatically appears on every proposal you send.

Each new estimate you create from a voice recording counts as one proposal toward your monthly limit. Editing an existing estimate, sharing it again, or resending a link does not count.

Yes. The Free plan gives you 3 proposals per month with no credit card required. It's a real, working product — not a watered-down trial.

You'll be notified and can upgrade to Pro or Unlimited to keep going. Your existing estimates and client links continue to work regardless of your plan.

Yes, no questions asked. Cancel from your billing settings. You keep access through the end of your billing period, then your account reverts to the Free plan.

Absolutely. You can upgrade or downgrade at any time. We prorate the difference so you only pay for what you use.

All major credit and debit cards (Visa, Mastercard, Amex, Discover) through Stripe, our secure payment processor. We never store your card details.

Yes. Your data is encrypted in transit (TLS) and at rest. We use Neon PostgreSQL hosted on AWS, Clerk for authentication, and Vercel for hosting — all enterprise-grade infrastructure.

No. We do not sell, rent, or share your personal information or business data with third parties. Your estimates, client info, and pricing are yours. See our Privacy Policy for full details.

Only you can see your estimates in the dashboard. Clients can only access an estimate if you share the specific link with them. Share links can be revoked at any time.