Upload DXF files with estimate requests so TradesQuote can extract CAD context, store normalized drawing artifacts, and surface parser warnings.
Generate customer-facing estimate links after approval, collect acceptance or a drawn signature, and keep an audit trail on the estimate.
Create saved customer records inside TradesQuote, attach them to estimates, and view estimate history without connecting Simpro or GetJobber.
Connect to a tenant-specific Simpro build, choose the active Simpro company, and upload estimates as Simpro quotes.
Connect GetJobber with OAuth, search clients, and upload approved estimate line items as GetJobber quotes.
