Request
Capture calls, emails and customer messages while the context is fresh.
Simple service operations
Keep service job photos and files attached to the work.
Attach site photos and documents to the customer, request, quote, job or payment they belong to. Find the file with the service details when you need to check the work.
Quote
Build priced lines, totals and customer-ready PDF quotes.
Job
Schedule accepted work and keep notes, maps and files together.
Payment
Track due dates, collections, refunds and unpaid work.
The operational problem
Photos and documents are often the proof of what happened on site. If they remain in a phone gallery or chat thread, they are difficult to find later.
Small service businesses often receive work through calls, email, WhatsApp, SMS, customer messages and referrals. The hard part is not usually the lack of tools. It is that the work is spread across too many places, so requests, quote follow-ups, job notes, photos and payment status become harder to trust.
The Cuotaro approach
Cuotaro keeps the workflow explicit: request, quote, job and payment. Each record is there to help the business move to the next operational step, not to create another database to maintain.
Cuotaro attaches photos and files to the right customer, request, quote, job or payment.
Cuotaro focuses on:
- customer records with contact details, tax ID, tags, codes, notes and activity history
- requests with source, service address, status, notes and next action
- quotes with line items, totals, PDF generation, email sending and follow-up
- jobs with schedule, status, service address, notes, files and completion context
- payments with due dates, paid dates, refunds and unpaid markers
- reminders, files, templates, dashboard queues and global search
What it deliberately avoids
Cuotaro is deliberately narrow. Its value is simplicity, speed and access from the devices a small service business already uses.
Cuotaro does not try to replace:
- legal invoicing
- accounting
- route optimization
- inventory
- enterprise dispatching
- a customer portal
- complex permissions
Why file context matters
The file itself is only half the value. The context is the other half: which customer, job, quote or completion note it belongs to.
Customer files can also be attached to customer messages and quote emails when they help explain the work.
Questions
FAQ
Who is this workflow for?
It is for micro service businesses, owner-operators and small teams that already handle real customer requests and need a simpler way to move work from request to quote, from quote to job and from job to payment.
Why not use a spreadsheet?
A spreadsheet can store rows, but it does not naturally connect customers, requests, quote PDFs, jobs, reminders, files, templates and payment follow-up. Cuotaro is organized around the operational sequence and the quick actions that happen around each customer.
Is Cuotaro a CRM?
Cuotaro is not a general CRM. It is a lighter operations workspace for service businesses that need to manage requests, quotes, jobs, follow-ups, files and pending payments without a broad sales pipeline.
Is Cuotaro an invoicing or accounting system?
No. Cuotaro is focused on operational tracking. It helps users record expected collections, paid dates, refunds and unpaid amounts, while legal invoicing and accounting stay outside its core scope.
How do I access Cuotaro?
Open https://cuotaro.com/app/ from a browser. The app lives under the same Cuotaro domain and works as a web workspace for computers, tablets and phones.
How can I receive more information about Cuotaro?
Use the product information form or email Cuotaro directly. We will reply by email with the product context that is relevant to your service business.
Product information
Interested in Cuotaro?
Tell us about your service business and we will reply with the Cuotaro information that is most relevant to you.
Already working with Cuotaro?
Open the appNext step
Open Cuotaro or ask first.
Try TEAM 2 with your own service work for 21 days: 2 users, 8 GB storage and full functionality. No payment details required. If you prefer to ask first, use the form and we will reply by email.