Booked round the weather
Put a re-roof on the board across the days it takes. When it rains, drag it along and it moves on everyone's phone.
Trades / Roofers
Price the strip and re-felt while you're still looking at it, book the gang across the days it takes, and move it when the weather turns. Invoice it the day the last tile is on.
Say it on site
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.
Quote Sandra Hughes to strip and re-felt the garage roof, fourteen hundred, plus skip hire two eighty.→ Quote drafted · £2,016.00 inc VAT
Put Kev on the Hughes roof, Tuesday to Friday.→ Booked for Kev Lewis · Tue to Fri
Log seven hours on the Hughes job for the battens.→ 7 hrs logged to the Hughes roof
Built for the work
Put a re-roof on the board across the days it takes. When it rains, drag it along and it moves on everyone's phone.
Tiles, felt, battens, the skip and your time each go down as a line with its own VAT, so the customer sees what they're paying for.
The phone app saves everything on the phone first and catches up when the bars come back.
One job, start to finish
The same record follows the work the whole way through, so nothing gets typed twice.
Lines, quantities and VAT, totalled as you go and sent as a PDF with your logo.
The quote becomes a job with the lines on it. Put it on the board and on someone's phone.
Turn the quote into the invoice and the figures come with it.
Questions
Yes. Drag it to another day on the board, or stretch it over more days, and it is on the team's phones straight away.
Yes. Write the enquiry down when they call and add photos from the phone, then quote it when you are ready.
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.
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
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Quoting software for painters and decoratorsSet 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