From first contact to paid invoice, in one system
Most shops run their business across four or five disconnected tools: a notebook or spreadsheet for leads, email for quotes, a whiteboard for what’s in progress, and QuickBooks for the money. KiwiDock replaces all of it with one connected flow.
1. A lead comes in, and it’s a real record — not a sticky note
Every new opportunity gets a company, a contact, notes, and attachments in one place. Move it through your pipeline stages — new, contacted, qualified, proposal, won — and see exactly where every deal stands without asking around.
Every opportunity, staged on one board — drag a card, no asking around for status.
Why we use a board instead of a status meeting →
2. Build a quote your customer actually understands
Add line items, set pricing, and send a properly branded PDF — no separate design tool required. When you need more than a plain quote, the document template system is a full drag-and-drop block editor: rows, multi-column layouts, line-item tables, totals, merge fields pulled straight from the customer and company record. Build it once, reuse it on every quote.
Every quote sits on the opportunity it belongs to.
The document template editor — build a branded layout once, reuse it on every quote.
3. Win the deal, and it becomes a project automatically
Converting a quote to a project carries over the customer, billing details, and everything you already quoted — no re-entering data, no separate “now let’s actually schedule this” step. If a customer only accepted part of a quote, KiwiDock handles that correctly instead of overstating what they owe.
Won work shows up as a real project — same customer, same scope.
Deliverables live on the job, not in a second spreadsheet.
4. See who’s doing what this week
Scheduling in KiwiDock is a day planner and a Gantt, not a certification course. The planner shows who is on which job today. The Gantt is there when a job has more than one moving part — it stays out of the way until you open it.
Who’s on what today — drop a job from the queue onto the week.
The same work on a timeline, when you need to see overlap.
Schedule and Gantt without a project-management degree →
5. Bill it however the job actually works
Not every job gets billed all at once. KiwiDock supports per-line percentage-of-remaining or flat-amount invoicing, so a 50% deposit or a staged billing schedule is a normal invoice, not a workaround. Billed portions get locked against the job automatically, so nobody accidentally double-bills a line that’s already been invoiced.
A deposit invoice from the work you already logged — not rebuilt in a second tool.
Bill from the quote, not a second spreadsheet →
6. See it, and update it, from your phone
KiwiDock is mobile-first, not a desktop tool that happens to also load on a phone. The pipeline itself gets a mobile-specific layout — swipe between stages, tap to move a deal — because the person updating a job status is often standing on a job site or shop floor, not sitting at a desk.
On a phone, the pipeline gets its own layout — tabs per stage, not a squeezed-down Kanban.
Hide the complexity, don’t remove it
Permissions, quote versioning, flexible invoicing — the depth is all there, but it doesn’t show up until you need it. A one-person shop and a fifteen-person team both start simple; the team just grows into the parts of KiwiDock built for coordinating more people, without ever hitting a wall that forces a switch to something bigger. Read more on why we built it this way.