Features

A quote they can accept on their phone, at nine at night

Most jobs are lost in the gap between the visit and the paperwork. A quote written up three days later, posted or emailed as an attachment nobody opens on a phone, and then a week of nobody chasing it. This builds the quote while you are still thinking about the job, sends it as a page rather than a file, and tells you the moment somebody reads it.

What it does

How long does a quote actually take to build?

Pick the customer, tap the items you want off your saved price list, and the totals, VAT and deposit work themselves out. The list is yours — you set it up once, with your own prices and your own costs behind them, and after that most quotes are a handful of taps rather than typing.

What does the customer actually get?

A link to a page in your name, your logo and your colour, that works on a phone without them installing anything or making an account. They can read it, accept it, or decline it with a reason. No attachment, no PDF they have to pinch and zoom, and nothing to print unless they want to.

Can they book a time themselves once they accept?

Yes, if you want them to. They are offered real slots worked out from your working hours, who is free, how long the job takes and the travel between stops — so a slot they pick is one you can actually do. You can also agree the time yourself first and have the quote carry it, which is what most people do for anything big.

Can I take a deposit at the same time?

Yes. A quote can ask for a deposit, the full amount, or nothing at all, and the deposit becomes the first invoice rather than a separate thing to remember. It is the same figure on the customer's copy as in your books, because both read the same record.

Do I have to show them every line?

No. You can send the full breakdown or show a total with the detail hidden, and it is decided per quote rather than once for the whole business. Some customers want to see every fitting priced; some read a long list and start picking at it.

What happens if they do not reply?

The quote shows what has happened to it — sent, opened, accepted, declined — and anything sitting unanswered for more than a few days appears on your follow-up list with the customer's name and the amount on it. That list is the single highest-value thing on the page: most quotes are not lost, they are forgotten.

Can I price by margin rather than by marking cost up?

Yes, and you choose which your percentage box means. Thirty percent on a £100 cost is £130 to one trade and £142.86 to another, and getting that backwards quietly costs you money on every job. Both figures are shown next to each other wherever you type one.

What happens when they say yes?

The job is created from the quote with the price and the lines already on it, so nothing is retyped. If they picked a slot it is in the diary; if not, the job is on the list of work needing a time. The invoice later is raised from the same lines, which is why the quote and the invoice can never disagree.

What it does not do

Worth knowing before you spend an afternoon on it rather than after.

There is no quote template library to pick a design from. There is one layout, with your logo and your colour on it, because a page that works on a phone is worth more than a choice of fonts.

A quote cannot be edited after the customer has accepted it. What they agreed to is what they agreed to — change it by raising a new revision, which keeps the old one readable.

It does not price the job for you. It does the arithmetic and remembers your prices; what the work is worth is still your judgement.

See it being done

Step-by-step guides with a short recording of each one, free to read without an account.

All the guides and videos →

Also worth a look

Free to use, no account needed.

Questions, answered

Can a customer accept a quote without creating an account?

Yes. The quote is a link to a page they can open on a phone, read, and accept or decline. There is nothing to install and no sign-in.

Can I take a deposit when a quote is accepted?

Yes. A quote can ask for a deposit, the full amount, or nothing. The deposit becomes the first invoice against the job rather than a separate payment to reconcile later.

Does the customer see every line and price?

Only if you want them to. Each quote can show the full breakdown or a total with the detail hidden.

What happens if a quote is never answered?

It appears on your follow-up list once it has been sitting for a few days, with the customer and the amount on it, so it is chased rather than forgotten.

What does it cost?

£29.99 a month for the whole business — every feature, every person, no add-ons and no per-user pricing. 60 days free and no card to start.

Everything else it does

All the features →

Try it on your own work

60 days free with everything switched on, and no card to start. If you would rather ask something first, there is a person on the other end.

£29.99 a month for the whole business after the free 60 days.

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