Billo gives your team a shared Workspace for managing quotes, inventory, clients, and crew. Build structured quotes, track every status change, and issue PDFs under multiple Company profiles — without the spreadsheet chaos.
A single Workspace holds your entire operation. Company profiles control how your quotes look when they go out the door.
From dashboard to catalog — a walkthrough of the key workflows in Billo.
Get high-level visibility into your Workspace's quoting activity. See accepted performance, recent quotes, and team output at a glance — without digging through individual records.
Every quote in your Workspace in one organised view. Clear statuses let the whole team see where each job stands — from draft through to accepted.
Build structured quotes from your Workspace's shared catalog. Select the Company profile each quote goes out under, add line items, and revise cleanly without starting over.
Your Workspace's shared client directory. Store contact details once and pull them into any new quote — faster turnaround on every repeat job.
Manage your Workspace's equipment and item catalog in one place. Consistent rates and descriptions mean every quote starts from the same reliable foundation.
A shared library of crew roles and service offerings available across your Workspace. Add them to any quote in seconds rather than rebuilding rates from scratch each time.
Supporting features that keep your quoting process accurate and auditable.
Track what changed between quote versions. Every edit is logged so you always know what was revised and when.
See how each quote moved through draft, sent, accepted, and declined states — a clear audit trail for every job.
Generate clean PDFs directly from structured quote data. Each PDF is issued under the selected Company profile — correct branding, logo, and details every time.
Access to plans and features is managed inside the app. Reach out if you need help choosing the right setup for your team.
For small teams working from a single Workspace.
For teams that issue quotes under multiple Company profiles.
For businesses that need separate Workspaces with independent data.
Open the app and start building quotes from a shared catalog today.
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