HOW IT WORKS

From first inquiry to final invoice.

  1. 01

    CAPTURE

    An inquiry comes in.

    A web form, an embedded chat widget, or a phone call — the Quote Desk turns it into a lead, and a lead into a quote you can send in a tap.

    Nothing falls to a sticky note or a missed voicemail.

  2. 02

    BOOK

    Book it without overbooking.

    Put the trip on a date, a guide, and a resource — a blind, a boat, a stand. Capacity is enforced, so the same seat is never sold twice.

    Deposits and waivers are attached to the booking from the start.

  3. 03

    COLLECT

    Take the deposit, track the balance.

    Deposits and balances are wired to the booking — card, ACH, or recorded cash — so you always know who has paid and who owes.

    The client can pay their own balance from their portal.

  4. 04

    RUN

    Brief the guide, keep the client in the loop.

    Each guide gets their assignments and the party roster on their phone. The client sees their trip, their balance, and your messages in one thread.

    Field notes and reviews come back into the record after the trip.

  5. 05

    ADJUST

    Change anything with the assistant.

    Tell it what moved — it drafts the reschedule, the client message, and the calendar update.

    Nothing goes out until you hit Confirm. One tap, not a half hour in the inbox.

Want the full list? See the full feature list →