What syncs
Every FastQuote account includes a CRM. The estimating app and the CRM share the same records, so your team does not enter anything twice.
- Clients: leads and contacts in the CRM show on the Clients screen, and clients you add there are saved to the CRM.
- Estimates and invoices: saved to the customer's record and sent from the CRM, with payment status kept up to date.
- Jobs: each job is tracked in the CRM pipeline and moves as its status changes.
- Schedule: bookings go on the FastQuote calendar.
- Messages: proposals, invoices, payment links and review requests go out by email and text from the CRM.
Your connection
Click Integrations in the menu. The connection card shows your business name and whether the app is connected to the FastQuote CRM. The green Connected dot in the menu tells you the same at a glance.
Fence Branders sets up and manages the connection. If it shows as disconnected, refresh the page, then contact us.
Business name and logo
Your business name and logo on proposals come from your company profile. To change them, update the profile or ask us to. Then click the refresh button on the connection card.
Customer pricing
Automatic online pricing adds 4% to customer prices to cover online payment costs. Customers who pay by check or cash get that amount off. Click Save pricing settings after a change. See Deposits and payments.
Common questions
Do I need my own CRM?
No. The CRM comes with FastQuote and is set up for you by Fence Branders. If you use another system today, talk to us about bringing your contacts over.
I changed a contact in the CRM and don't see it on the Clients screen.
Refresh the page. Most changes show right away.
My logo is missing on proposals.
Add a logo to your company profile, or send it to us. Then refresh FastQuote.
Still stuck? We are happy to walk you through it.