PreventivOk

Create professional quotes, customize your PDF and share it with your clients. PreventivOk helps tradespeople, freelancers and small businesses manage quotes, clients and costs in one app, with support from Poki, the built-in AI assistant available with the Premium plan. FROM JOB DETAILS TO A QUOTE • Add services, tasks, quantities and prices. • Use suggestions and reuse saved items. • Calculate totals automatically. • Save, edit and duplicate quotes for your next jobs. • Track quote status and find previous quotes. PROFESSIONAL PDFS TO SHARE Present your clients with a clear, well-organized document. Export your quote as a PDF and share it directly from the app. With the Premium plan, you can customize the PDF template and fields, and add a signature. POKI: YOUR AI ASSISTANT, WITH VOICE INPUT Type or dictate your request: Poki helps you find information and prepare client records and quotes. Provide client details, job items and prices, then review the draft and confirm the action. Dictation lets you compose requests without typing everything, even when you’re working away from the office. Poki requires an active Premium plan and is subject to the plan’s usage limits. CLIENTS AND HISTORY AT YOUR FINGERTIPS Organize your contacts and view the quotes associated with each client. Find the information you need when preparing a new proposal or returning to a previous job. TRACK COSTS AND BUSINESS PERFORMANCE Record business expenses and view statistics and summaries to track costs, earnings and how your business is doing. BUILT FOR YOUR WORK PreventivOk is designed for plumbers, electricians, painters, carpenters, construction businesses, technicians, consultants and other professionals who prepare quotes for their clients. GET STARTED WITH THE FREE PLAN Create your first quote and discover tools to organize your work. Available features and usage limits depend on your chosen plan; some features require a subscription. Terms of Use: https://www.preventivok.com/termsOfUse Privacy Policy: https://www.preventivok.com/privacyPolicy