Create quote

Turn a customer message into a quote.

Add the job details step by step. The quote preview updates as you go.

Business settings Used on every quote you send

Set the defaults once. You can still edit each quote before sending it.

Business name Contact number Callout fee (GBP) Use 0 if you do not charge a separate visit fee. Hourly rate (GBP) Used for the labour estimate in the preview. VAT Quote valid for

Job setup

Job type

Choose the closest job type. The wording and safety checks will adjust around it.

Other job type

Materials allowance (optional) Enter a rough amount in GBP if materials may be needed. Leave as 0 if unknown. Deposit Useful for larger jobs. Leave as no deposit for small visits.

Customer

Customer details

Only add what you need for the quote message. Full customer records can come later.

Customer name Preferred time Example: Tomorrow morning, Friday afternoon, or To be confirmed.

Enquiry

Message from customer

Paste the enquiry as the customer wrote it. Messy messages are fine.

Paste the customer enquiry

Subscription

Keep the paid offer simple

Private demo only: this shows the pricing idea, not a working checkout.

Step 1 of 5

Private demo: create quotes, copy messages, and test the pricing idea. AI polish is optional.