Toolbelt AI Get early access

Features / Quoting

Quoting software for trades and contractorsPrice the job before you've left the drive

Say the quote or type it, line by line, with VAT on each. Send it as a PDF with your logo, and when they say yes it becomes the job and then the invoice, with nothing typed twice.

Free during early access, no card needed

An accepted quote for a combi boiler swap, with the boiler, flue kit, filter and powerflush on their own lines and the VAT and total worked out

Say it, or type it

Say the quote, check it, send it

Tell Toolbelt AI the job the way you'd tell the customer: the work, the parts and your price. It writes each line with its quantity and VAT, adds it up and gives you a link straight to the quote.

Check the figures, change anything you like, and send it when you're happy. It never sends a quote on its own. Rather type? Every line can be priced by hand, on the phone or the web.

Listening
  • Quote Wrenhollow Lettings for a boiler service, ninety-five quid, and three gate valves at eighteen fifty. → QUO-2214 drafted · £180.60 inc VAT
  • Add a magnetic filter to the Shah quote, one twenty. → Line added · £144.00 inc VAT
  • Mark the Tumbled Barrow quote as accepted. → Accepted, ready to turn into the job

What a quote can do

A proper quote, from the phone

Line by line, VAT on each

Labour, parts, call-out, skip hire: as many lines as the job needs, each with its own quantity, price and VAT. The total adds up as you go.

Your logo on it

Quotes go out as a PDF with your logo and your details, from a choice of layouts, so they look like they came from a proper firm.

Accepted, then booked

Mark it accepted when they say yes, and one tap turns it into the job with the lines already on it.

Homeowners and contractors

Quote homeowners, landlords and companies, with more than one address for a letting agent and a VAT number where there is one.

On the customer's record

Every quote you've sent a customer sits with their jobs and invoices, so you can see what you charged last time.

No signal, still quoting

Price it by hand in a loft or a basement. The phone app saves it first and catches up when the bars come back.

After the quote

From quote to job to invoice

Quoting software that stops at the quote leaves you typing it all out again. Here the same record follows the work the whole way through.

01 / QUOTE

Price it where you stand

Lines, quantities and VAT, totalled as you go and sent as a PDF with your logo.

02 / JOB

They say yes, it's booked

The quote becomes a job with the lines on it. Put it on the board and on someone's phone, and log the hours against it.

03 / INVOICE

Billed the day it's done

Turn the quote into the invoice and the figures come with it.

Questions

About quoting

Is the quoting software free?

Yes, during early access: every feature, quoting included, with no card. After that, quoting comes with the plans that list it on the pricing page.

Can I quote by voice?

Yes. Say the work, the parts and the price, and the assistant writes the quote with VAT on each line. It needs signal to understand you, and it never sends the quote for you.

How do I send a quote?

From the phone app, as a PDF with your logo on it. Pick the layout you like once and every quote goes out looking the same.

What happens when they say yes?

Mark the quote accepted and turn it into the job with one tap. The lines come across, and when the work is done the same figures become the invoice.

Can I quote companies and contractors as well as homeowners?

Yes. A customer can be a company or a person, with a VAT number where there is one and as many addresses as they need, which suits landlords and letting agents.

Put your next quote through it

Set it up in the time it takes to have a brew, then say the next job out loud.

Get early access

Free during early access, no card needed