Materials and labour, priced separately
Each line has its own quantity, price and VAT, so the customer sees what they are paying for.
Trades / Joiners and carpenters
Quoting and job software for joinersMeasure, quote and get the work booked in
Price the staircase or the fitted wardrobes while you're stood in the room, with materials and labour on their own lines. When they say yes, it becomes a job with the stages on it.
Say it on site
Ask for it with your hands full
Tell Toolbelt AI what you need the way you'd tell whoever does your books. It knows your customers and your jobs, does the typing and reads the answer back.
Nothing goes to a customer until you send it. The assistant does the paperwork; what goes out is still your call.
Listening
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Quote Tom Barnes for fitted wardrobes in the back bedroom, eighteen hundred.
→ Quote drafted · £2,160.00 inc VAT -
They've said yes to the wardrobes. Book it in for the week after next.
→ Job created and on the board -
Invoice Tom Barnes for the wardrobes.
→ Invoice raised from the quote
Built for the work
What it does for joiners and carpenters
The quote becomes the job
Accepted work turns into a job with the lines already on it. Nothing to copy out again.
Billed off the back of the quote
Turn the quote into the invoice and what you quoted is what you bill, without retyping a figure.
One job, start to finish
Quote, job, invoice
The same record follows the work the whole way through, so nothing gets typed twice.
Price it where you stand
Lines, quantities and VAT, totalled as you go and sent as a PDF with your logo.
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.
Billed the day it's done
Turn the quote into the invoice and the figures come with it.
Questions
What joiners and carpenters ask
Can I send the quote from the phone?
Yes. Quotes go out from the phone app as a PDF with your logo on them.
Can I switch over from a paper pad?
Yes, one job at a time. Put the next quote into Toolbelt AI instead of the pad and carry on from there.
Does it work without signal?
The phone app does. Everything is saved on the phone first and syncs when you are back in signal. The assistant needs a connection to understand you.
How do I try it?
Create an account, start the trial and you have 30 days with everything switched on, no card needed. Put your next quote through it and see how it goes.
Other trades
The same Toolbelt AI, in their words
Plumbers
Bathrooms, boilers, leaks and taps. Quote on the doorstep and bill the same day.
Plumbing job management softwareElectricians
Rewires, boards, lighting and call-outs. Every stage of the job in one place.
Job management software for electriciansHeating engineers
Installs, services and breakdowns, with every customer's history to hand.
Software for heating engineersBuilders
Extensions, refurbs and repairs. The week's sites and the people on them.
Software for buildersRoofers
Re-roofs, flat roofs, repairs and leadwork. Booked round the weather.
Roofing softwarePainters and decorators
Room-by-room quotes, days on the board and hours as you go.
Quoting software for painters and decoratorsPut your next quote through it
Set it up in the time it takes to have a brew, then tell it about the next job.
Get early accessFree during early access, no card needed