Glossary

Short definitions of the QuoteCore+ terms you will see in the app.

QuoteCore+ terms

Actual measurement. A real-world number. The opposite of a plan measurement. Pitch is skipped; waste still applies.

Component. A re-usable line you put in quotes. Has a name, measurement type, material price, labor price, waste, and optional pitch/angle settings. See Components overview.

Customer quote. The version of the quote your customer sees. Built from the master quote summary in the customer quote editor.

Digital takeoff. Measuring directly off a digital plan or aerial image. See Digital takeoff.

Extra. A line you want priced and recorded but kept separate from the main components. Skip hire, scaffold, delivery, accommodation. See Components vs Extras.

Labor sheet. The version of the quote your fixers or installers see. Same lines, with labor amounts. See Labor sheet editor.

Main component. A regular component, as opposed to an Extra. Most things you quote are Main.

Manual quote. A quote built line-by-line for users who already have their takeoff values. See Manual Quote.

Pitch multiplier. A factor applied to a plan measurement to convert it to the actual material length or area, accounting for slope or angle. Set on the component. See Waste and pitch.

Plan measurement. A flat number off a plan view or aerial image, before the pitch multiplier is applied. See Plan vs Actual.

Quote builder. The four-phase flow that builds a quote: Areas, Components, Extras, Review. See Quote builder.

Quote summary. The master view of a quote. Everything in it, with margins applied. See Quote summary.

Requote. A request from a customer for a fresh quote with changes. Triggered from the customer quote URL. See Sending and acceptance.

Takeoff. The act of measuring a job. Either digital (off a plan) or manual (on site).

Withdrawn quote. A quote you have pulled back. The customer URL still works but tells them the quote is no longer valid. See Withdrawing a quote.

Billing terms

Cap. A numeric limit on something your plan allows - quotes per month, components total, storage bytes, etc. Hitting a cap blocks new additions but never deletes existing data. See Tier limits.

Dunning. The process Stripe (and we) follow when a renewal payment fails: automatic card retries, status escalation through past_due - grace - suspended, with chances to recover by updating the card. See Billing.

Effective plan. What your account can actually use today. Usually the same as your purchased plan, but collapses to Starter during grace periods or after the trial ends.

Entitlement. The bundle of features and caps your plan unlocks. Every gated action (creating a quote, drawing a flashing) checks the entitlement before allowing it.

Grace period. A 10-day window after a payment failure where you keep read access but can't create new quotes. Buys you time to update the card before suspension. See Billing.

Launch pricing. The current discounted price we're offering during the early phase. Locked in for the lifetime of the subscription - renewals stay at the launch price.

MSRP. The original list price shown as a strikethrough next to the launch price. What we'll charge once launch pricing ends.

Purchased plan. The plan you actually paid for. Stays constant during payment failures - only changes when you explicitly switch plans.

Tier. Synonym for plan. Trial, Starter, Growth, Professional, Pro Plus, Premium.

Trial. A 14-day free taste of every feature, with tiny caps. One per account, ever. See Free trial.

Winding down. A paid subscription that's been cancelled but is still serving out the paid period. Status is technically still active, but it will collapse to Starter at the period end.