CRM for trades Run the work Quotes

Quotes accepted on the phone,
chased when they go quiet.

Build a quote from your price book in a couple of minutes, from the office or the driveway. The customer opens it on their phone, accepts with one tap and pays the deposit. If they go quiet, the follow-up runs on its own until they say yes or no.

Included with the system. No per-user fee, no contract, web plus iPhone and Android.

What you get

Know the second it is opened. Chased until yes or no.

  • Quotes from your saved products and prices, VAT handled per line
  • Customer accepts online and pays the deposit there and then
  • You are told when it is opened and when it is accepted
  • Follow-up by text and email on a timetable you set, until yes, no or stop
  • Accepted quote becomes the job and then the invoice, nothing retyped
How it works

Three steps. None of them are yours.

1

Build it

Pick lines from the price book, adjust, send. Two minutes.

2

They open it

On their phone. One tap to accept, card details for the deposit.

3

It chases itself

Day two a text, day seven a call reminder, day fourteen a last message. It stops the moment they answer.

Before

Six quotes sent last week. Two replied. You meant to chase the others and did not.

After

Six quotes sent. Four opened within the hour. Two accepted with deposits. The other four are being followed up without you, and one just replied.

FAQ

Quotes questions

Yes, by card at the moment of acceptance.

Yes. Opened and accepted are both stamped on the quote.

A sequence of texts and emails on a schedule you control. It stops when the customer accepts, declines or replies STOP.

Yes, from the mobile app, before you leave the property.

See quotes with your own jobs in it

Book a demo. We walk through this feature and the rest of the system for your trade, and what moving across would involve.