Product
Features built for trade jobs
Explore Quotimiser product features — quotes, invoices, payments (cash, bank transfer, Open Banking), email tracking, address lookup, overheads, margins, client portals, staged payments, VAT, plans, and more for UK trades.
Each page below is a concise overview of what Quotimiser does in-app. For longer guides, comparisons, and how-tos, see our Resources hub — or try the free calculators.
Quotes & pipeline
Quote generator for UK trades
Build itemised quotes with labour, materials, markup, and VAT so every job price reflects your real costs — not a guess from the van.
Read feature overview →Quote to invoice workflow
Move from approved quote to invoice without retyping line items — one thread of numbers from first estimate through final payment.
Read feature overview →Dashboard and job overview
See quotes and invoices in one place with statuses that reflect where each job sits — from draft quote to paid invoice.
Read feature overview →Quote and invoice duplicator
Duplicate an existing quote as a new draft for similar jobs, then turn accepted work into invoices without retyping line items.
Read feature overview →Client, materials, and quote preset libraries
Save customers, copper pipe, labour rates, and tool hire once — then pull them into quotes and invoices instead of retyping the same details every job.
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Invoicing & payments
Invoice generator for trade jobs
Turn accepted work into clear, professional invoices with line items, VAT, and payment expectations — so clients know what to pay and when.
Read feature overview →Staged payments and payment schedules
Split larger jobs into agreed milestones — deposits, interim stages, and balance — so cash flow matches the work and bad debt risk drops.
Read feature overview →VAT on quotes and invoices
Handle UK standard, reduced, and zero-rated lines with ex-VAT and inc-VAT clarity for both you and the client — fewer disputes at payment time.
Read feature overview →Payment methods: cash, bank transfer, and Open Banking
Record offline payments, show bank details on invoices, and let clients pay by Open Banking from the portal — so you know what is paid and what is still due.
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Profit & costs
Business overhead calculator in-app
Capture van, insurance, tools, office, and other running costs so overhead recovery is consistent across quotes instead of a finger-in-the-air add-on.
Read feature overview →Profit margin on labour and materials
See margin on line items and job totals so you can spot skinny work before you send the quote — and protect the profit you need on every invoice.
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Client experience
Client portals for quotes and invoices
Share a secure link so customers can view quotes, invoices, and payment status without chasing PDFs by email — fewer misunderstandings, faster decisions.
Read feature overview →Email tracking for quotes and invoices
See when client emails are sent, delivered, and opened — so you know whether to chase by phone or wait for them to read the document.
Read feature overview →UK address lookup on quotes and invoices
Search by postcode or street when adding client addresses — fewer typos on PDFs and fewer wrong-site visits from a mistyped line.
Read feature overview →