Price the job, send the quote as a link, and let your client accept or decline wherever they are: on site, in the van, or at home that evening. No account, no password, no app. You hear the moment they answer, and an accepted quote starts the job, or opens a draft invoice with the same lines and prices already in it.
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Ellis Plumbing Ltd
Quote QU-0114 Sent
Put the labour and the materials on their own lines, set a valid-until date, and send it. The email carries the quote PDF, and the link in it opens the same quote in a browser.
Your client opens the link and taps accept or decline. Nothing to sign up for, nothing to print. A decline can carry a note, so you learn it was the price and not the dates.
The answer lands in your inbox and in the quote’s activity, with any note they left, so you’re not checking your email between jobs wondering whether you won the work.
Press Start job and the job opens with the client, the site, and the quote, ready to book its visits. For a small job, convert the quote to a draft invoice priced exactly as you quoted it, and send it the day they say yes.
A quote is the first thing a new client sees of your business. Sendinvo sends it as a link they can answer in a minute, chases it when they go quiet, and carries the prices onto the invoice when they say yes.
The accept page is a plain, secure web link: the price at the top, two buttons, and the quote PDF underneath to scroll through. No account to make, no password to reset, no app to download. A quote sent at 7pm can be answered at 7pm, from the sofa.
Press Start job on an accepted quote and the job opens with the client, the site, and the quote already in it. Book its visits on the Schedule, and when the work’s done, Raise invoice on the job fills the invoice in from the quote. Convert to invoice sits beside Start job, for work too small to need a job.
An accepted quote opens a draft invoice already carrying the client, the lines, the prices, the discount, and your notes, with the currency locked to the quote. A quote holds no payment term of its own, so you set that on the invoice. The invoice is also where the CIS deduction and the VAT reverse charge go, since a quote carries neither. That invoice can also take a deposit up front or stage payments, CIS or not. Nothing is written until you save, so backing out leaves the quote accepted and untouched.
Most jobs look like a job you have already priced. Duplicate a quote and its line items, per-line VAT, discount, currency, and notes all carry over to a fresh draft. Change the client, put the materials up to this month’s merchant prices, send.
Some clients want papers before they say yes: your public liability certificate, your terms, or a method statement for a main contractor. Add them once as quote email attachments and every quote email carries them next to the quote PDF. They are a separate set from your invoice files, so a certificate you send with a quote doesn’t ride along on every invoice afterwards.
Quotes go quiet for ordinary reasons: the person who asked for it is busy, and your email is three pages down. Switch quote follow-ups on and Sendinvo chases for you, once 3 days after you send and once 3 days before the quote expires. The chasing stops the moment the quote is accepted, declined, converted, or expired, so nobody gets nagged about a job they have already given you.
Materials prices move, and a price you put together in March shouldn’t still be live in July. The valid-until date is worked out on your own business’s calendar day and timezone, so the app, the client’s page, and the accept button always agree, whatever phone the client is holding.
No. The quote goes out as a secure link. They open it in whatever browser is on their phone, see the price and the quote PDF, and tap accept or decline: no account, no password, no app to download.
You get an email the moment they answer, and it shows in the quote’s activity. Press Start job and the job opens with the client, the site, and the quote, ready to book; or convert the quote straight to an invoice. Either way the draft invoice has the client, the lines, the prices, and the discount already in it, and the currency is locked to the quote. You never retype a price you have already quoted.
Mark the quote accepted yourself and it behaves like an online acceptance: the follow-ups stop and you can start the job or convert it to an invoice. You can mark a quote declined the same way and record why, which is worth having when you price for that client again.
Yes. Switch quote follow-ups on in your company settings and every sent quote gets chased for you, once 3 days after you send it and once 3 days before it expires. The chasing stops the moment the quote is accepted, declined, converted, or expired.
On the valid-until date you set, worked out on your own business’s calendar day and timezone, so it doesn’t depend on the client’s device clock. An expired quote can’t be accepted online, but you can duplicate it, reprice the materials, and send the new one.
Price the job, send the link, and let Sendinvo chase the quiet ones and carry the prices onto the invoice.